401k Audits – Portland Eugene (OR)

Oregon ERISA Audits

401(k) plans have become one of the most popular retirement plan options offered by Portland, Eugene, and Oregon 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 50 benefit plans, including 401(k), defined benefit plans, ESOP 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.

Portland 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.
 Portland, OR

About Portland (OR)

The Omaha business community stands as a vibrant showcase of Midwestern resilience and entrepreneurial spirit, thriving in a city that blends rich historical roots with a keen eye towards the future. Omaha, Nebraska, often surprises outsiders with its dynamic economic landscape, which is anchored in a solid foundation of financial services, agriculture, insurance, and an emerging tech scene, reflecting both its heritage and its aspirations.

Central to Omaha’s identity is its storied history in the finance sector, most notably marked by the presence of Warren Buffett and his multinational conglomerate, Berkshire Hathaway. This has not only cast Omaha in the global financial spotlight but also fostered a culture of investment and economic wisdom within the city. The annual Berkshire Hathaway shareholders’ meeting, dubbed the “Woodstock for Capitalists,” transforms Omaha into a bustling hub of global investors and business leaders, highlighting the city’s significant role in the financial world.

Contact Our Oregon 401k Audit Team

JLK Rosenberger provides 401(k) plan and other benefit plan audits in Portland, Eugene, and across Oregon.  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.