DOL ERISA Audits – Boise Idaho Falls (ID)

Idaho DOL ERISA Audits

401(k) plans have become one of the most popular retirement plan options offered by Boise, Idaho Springs, and other Idaho 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.

Boise 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.
 Boise, ID

About Idaho Falls (ID)

The city is situated on the Snake River and is surrounded by mountains, making it a popular destination for outdoor enthusiasts. Some of the most popular attractions in Idaho Falls include the Idaho Falls River Walk, which features scenic views of the river and a variety of restaurants and shops, as well as the Idaho Falls Zoo at Tautphaus Park and the Museum of Idaho. Idaho Falls is also home to several major industries, including agriculture, healthcare, and technology. The Idaho National Laboratory, which conducts research in the fields of nuclear energy and national security, is located just outside the city.

Contact Our Idaho 401k Audit Team

JLK Rosenberger provides DOL ERISA audits and other benefit plan audits in Boise, Idaho Springs, and across Idaho.  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.