401k Audits – New Orleans (LA)

Louisiana ERISA Audits

401(k) plans have become one of the most popular retirement plan options offered by New Orleans and Louisiana companies. To attract new talent and retain existing employees, it’s important to offer these plans as part of a comprehensive benefits package. Many face a challenge when the plan grows and meets the minimum requirement under a Department of Labor (DOL) ERISA Audit. Others that have been through a plan audit may have issues with their provider meeting deadlines, poor communication, or staff issues. To avoid these challenges, it’s important to work with a provider that has experience auditing 401(k) and other plans. This allows them to deliver value beyond the traditional audit through insights and best practices.

ERISA Audit Experience

JLK Rosenberger provides plan audits to over 40 benefit plans, including 401(k), defined benefit plans, ESOP’s including limited and full scope audits. We work with plans that are single or multiple employers and have experience serving plans with an 11K filing requirement. The firm provides audits for benefit plans with asset sizes ranging from $5M to $65M and a total participant count between 125 and 2000. This diverse level of experience allows our team to deliver an audit that extends beyond the basic audit checklist.

New Orleans ERISA Audit Services

Our 401(k) plan audit services include;

  • Comprehensive audit services, including testing participant account balances to verify
    their accuracy and completeness.
  • Form 5500 preparation and review.
  • ERISA and DOL reporting requirements.
  • Plan design options information and recommendations.
New Orleans, LA

About New Orleans (LA)

New Orleans is famous for its jazz music and is considered by many to be the birthplace of the genre. The city is home to many music venues, including the iconic Preservation Hall and the Jazz & Heritage Festival. New Orleans is also known for its unique cuisine, which includes dishes such as gumbo, jambalaya, and beignets.

New Orleans has a rich history, with a mix of European, African, and Native American influences. The French Quarter is one of the most famous neighborhoods in the city and is known for its beautiful architecture, unique shops, and lively nightlife. Other popular attractions in New Orleans include the National World War II Museum and the St. Louis Cathedral.

New Orleans is a

Contact Our Louisiana 401k Audit Team

JLK Rosenberger provides 401(k) plan and other benefit plan audits in New Orleans and across Louisiana.  If you are interested in learning how we can assist you, complete the form below and a team member will follow up with you promptly.