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 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.
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
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.
Boise Business Community
The Boise business community is vibrant and diverse, driven by high-tech industries, agribusiness, and manufacturing. This community benefits significantly from the region’s high quality of life, characterized by over 200 days of sunshine per year and a backdrop of mountains. This makes it an attractive destination for businesses and a young, educated workforce.
The Boise Metro Chamber of Commerce is central to fostering economic vitality, advocacy, and member education. It is Idaho’s only five-star accredited chamber, boasting over 2,000 members and facilitating numerous events annually to support networking and business growth. The Chamber also emphasizes public-private partnerships to maintain and enhance the region’s economic health and quality of life.
Key industries in Boise include technology, with significant expansions from companies like Micron Technology and renewable energy, highlighted by firms such as Clēnera. The community’s commitment to innovation is evident in the presence of organizations like the Idaho National Laboratory, which focuses on nuclear energy and environmental science.
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).
