401k Audits – San Francisco (CA)

San Francsico ERISA Audits

401(k) plans have become one of the most popular retirement plan options offered by San Francisco and California 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.

San Francisco 401k Audit Experience

JLK Rosenberger provides plan audits to over 40 San Francisco benefit plan sponsors, 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.

Map of San Francisco (CA)

About San Francisco (CA)

San Francisco is home to several famous landmarks, including the Golden Gate Bridge, Alcatraz Island, and Fisherman’s Wharf. The city is also known for its vibrant arts and culture scene, with many art galleries, museums, theaters, and music venues. Some of the most popular attractions in San Francisco include the San Francisco Museum of Modern Art, the California Palace of the Legion of Honor, and the San Francisco Opera.

The city is also a major center for business and commerce, with several major industries including technology, finance, and tourism. San Francisco is home to many Fortune 500 companies, as well as several major universities and research institutions.

Contact Our San Francisco 401k Audit Team

JLK Rosenberger provides 401(k) plan and other benefit plan audits in San Francisco and across California.  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.