Oregon ERISA Audits
401(k) plans have become one of the most popular retirement plan options offered by Portland 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 employee benefit plan audits to over 50 plans, including ERISA section 103(a)(3)(c) and full scope 401(k) plans, defined benefit plans, and Employee Stock Option Plan (ESOP) audits. Our expertise includes serving both single or multiple employer plans. We audit employee benefit plans with asset sizes ranging from $5M to $65M and a total participant count between 125 and 2,000. 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.
Map of Portland, OR – 97201
About Portland (OR)
Portland, Oregon, is home to a vibrant and progressive business community known for its focus on sustainability, innovation, and creativity. The city has a strong presence in industries such as technology, manufacturing, outdoor apparel, and food and beverage, with iconic brands and a thriving startup scene. Portland’s commitment to environmental responsibility has made it a hub for green businesses and clean energy initiatives. The city’s collaborative and inclusive culture fosters connections between entrepreneurs, established companies, and local organizations like the Portland Business Alliance, which support economic development and community growth. The area codes for Portland (OR) are 503 and 971.
Contact Our Oregon 401k Audit Team
JLK Rosenberger provides 401(k) plan and other benefit plan audits in Portland 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.
National Reach
JLK Rosenberger provides 401(k) and ERISA audit services to companies in Atlanta (GA), Baltimore (MD), Buffalo (NY), Charlotte (NC), Chicago (IL), Denver (CO), Des Moines (IA), Houston (TX), Indianapolis (IN), Little Rock (AR), Los Angeles (CA), Orlando (FL), Milwaukee (WI), Minneapolis (MN), Nashville (TN), New York City (NY), Omaha (NE), Providence (RI), Richmond (VA), Santa Fe (NM), Tampa (FL), and Washington (DC).
