401k Audits – St Louis Kansas City (MO)

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 challenges 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, 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, a city with a rich history of innovation and enterprise, continues to be a vibrant hub for businesses across various sectors. At the heart of its business community is a dynamic blend of traditional industries and emerging sectors, fueled by a spirit of entrepreneurship and collaboration. St. Louis prides itself on a solid foundation in manufacturing, health care, and education, alongside a growing presence in technology, biotech, and startup ventures.

The city’s strategic location along the Mississippi River has long established it as a crucial center for logistics and transportation. This advantage is complemented by the city’s commitment to fostering a supportive environment for businesses to thrive. Initiatives and resources designed to spur growth and innovation are widespread, with incubators, accelerators, and co-working spaces dotting the landscape, offering a springboard for startups and entrepreneurs.

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.

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