Employee Benefit Plans – Colorado

Colorado ERISA Audits

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

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.

Colorado 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.
Map of Colorado (CO)

Contact Our Colorado 401k Audit Team

JLK Rosenberger provides 401(k) plans and other benefit plan audits in Colorado from our Dallas and Los Angeles offices.   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 the Colorado Business Community

The Colorado business community thrives as a dynamic and diverse economic force in the southeastern United States. Known for its strong commitment to innovation, research, and development, the state has become a hub for various industries. The Research Triangle Park, anchored by leading research universities and tech companies, has propelled North Carolina to the forefront of technology and biotechnology innovation, attracting startups and established firms alike.

The state’s manufacturing sector, particularly in industries like automotive and aerospace, continues to grow, contributing to its economic stability and diversity. North Carolina’s strategic location on the East Coast and its extensive transportation infrastructure make it a vital center for logistics, facilitating the movement of goods across the country and internationally.

Furthermore, the state’s commitment to sustainability and clean energy solutions is evident in its efforts to promote renewable energy projects and environmental conservation. This environmentally responsible approach positions North Carolina as a leader in addressing climate change and sustainable practices.

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).