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 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.

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)

Portland is home to many parks and natural areas, including Forest Park, the largest urban forest in the United States. The city is also known for its vibrant arts and culture scene, with many art galleries, theaters, and music venues. Some of the most popular attractions in Portland include the Portland Art Museum, the Oregon Museum of Science and Industry, and the Portland Japanese Garden.

The city is also a major center for business and commerce, with several major industries including technology, healthcare, and manufacturing. Portland is home to many well-known companies, as well as several major universities and research institutions.

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.