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 who have been through a plan audit may have issues with their provider meeting deadlines, poor communication, or staff issues. To avoid these challenges, working with a provider with experience auditing 401(k) and other plans is important. 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 50 benefit plans, including 401(k), defined benefit plans, ESOP’s including ERISA section 103(a)(3)(c), 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)

The New Orleans business community is a vibrant tapestry woven with the threads of history, culture, and resilience. Nestled in the heart of Louisiana, this city is not just the birthplace of jazz but also a bustling center of commerce and entrepreneurship, where the spirit of innovation dances hand in hand with tradition. The economy of New Orleans, while deeply rooted in its port and tourism, has in recent years diversified, embracing sectors such as technology, energy, and healthcare.

At the core of the city’s economic identity is the Port of New Orleans, an enduring symbol of trade and industry. As one of the largest ports in the United States, it is a pivotal gateway for international trade, especially with Latin America. It facilitates the flow of goods ranging from agricultural products to manufactured goods. This robust trade infrastructure has attracted a wide range of industries, from maritime and logistics companies to manufacturers, creating a solid foundation for the local economy.

Contact Our Louisiana 401k Audit Team

JLK Rosenberger provides 401(k) plans 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 contact you promptly.