Missouri ERISA Audits
401(k) plans have become one of the most popular retirement plan options offered by St. Louis, Kansas City, and Missouri 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’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.
Kansas City 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.
St. Louis, Mo
About St. Louis (MO)
St. Louis is known for its iconic Gateway Arch, which stands at 630 feet tall and is the tallest monument in the United States. The city is also known for its thriving arts and culture scene, with a variety of museums, theaters, and music venues. Some of the most popular attractions in St. Louis include the Saint Louis Art Museum, the Missouri History Museum, the St. Louis Science Center, and the Saint Louis Zoo.
The city is home to several major industries, including healthcare, education, and manufacturing. St. Louis is also a major transportation hub, with several major highways and the Lambert-St. Louis International Airport located within its borders.
Contact Our Missouri 401k Audit Team
JLK Rosenberger provides 401(k) plan and other benefit plan audits in St. Louis, Kansas City, and across Missouri. 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.