Employee Benefit Plan Audit – Georgia

Georgia Benefit Plan Audits

401(k) plans have become one of the most popular retirement plan options offered by Georgia 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 – Georgia

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.

Georgia ERISA Audit Services

Our Georgia employee benefit 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.
Map of Georgia

Contact Our Georgia 401k Audit Team

JLK Rosenberger provides 401(k) plan and other benefit plan audits in Atlanta and across Georgia.  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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About Georgia

The Georgia business community thrives as a dynamic and diverse engine of economic activity in the southeastern United States. Nestled in the heart of the South, Georgia offers a blend of traditional industries and modern innovation, making it an attractive destination for businesses of all sizes.

Agriculture remains a cornerstone of Georgia’s economy, with the state’s fertile soil and temperate climate supporting a wide range of crops, including peaches, peanuts, cotton, and poultry. These agricultural pursuits not only contribute significantly to the state’s GDP but also shape Georgia’s cultural identity.

In addition to agriculture, Georgia boasts a robust manufacturing sector. The state is home to major manufacturing facilities, producing goods such as automobiles, aerospace components, and chemicals. The presence of leading companies like The Home Depot, Coca-Cola, and UPS highlights Georgia’s appeal to large corporations.

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).