Employee Benefit Plans – Missouri

Missouri ERISA Audits

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

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.

Missouri 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 Missouri (MO)

Contact Our Missouri 401k Audit Team

JLK Rosenberger provides 401(k) plans and other benefit plan audits in Missouri 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.

About the Missouri Business Community

The Missouri business community is diverse and vibrant, reflecting the state’s strategic position at the crossroads of the United States. It encompasses a wide range of industries, from agriculture and manufacturing to healthcare, education, and technology. Missouri’s economy benefits from its status as a leading agricultural state, producing soybeans, corn, and livestock. Manufacturing also plays a critical role, with a focus on the automotive, aerospace, and food processing sectors. The state’s central location is a logistical advantage, supporting a strong transportation and distribution industry. Additionally, Missouri has seen growth in the technology and biosciences sectors, particularly in St. Louis and Kansas City, which are becoming hubs for innovation and startups. The business community is supported by a network of universities and colleges that provide a skilled workforce, along with state and local economic development initiatives aimed at fostering an environment conducive to business growth and innovation. This blend of traditional industries and emerging sectors makes Missouri’s business community a key contributor to the state’s economic vitality.

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).