Employee Benefit Plans – South Carolina

South Carolina ERISA Audits

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

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.

South Carolina 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 South Carolina (SC)

Contact Our South Carolina 401k Audit Team

JLK Rosenberger provides 401(k) plans and other benefit plan audits in South Carolina 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 South Carolina Business Community

The South Carolina business community is a dynamic and thriving economic force in the southeastern United States. Known for its diverse industries, strategic location, and business-friendly environment, the state has become a magnet for businesses and entrepreneurs. South Carolina’s manufacturing sector plays a pivotal role in its economy, with industries ranging from automotive manufacturing to aerospace and defense, attracting major companies and fostering job growth.

The state’s strategic location along the East Coast and its well-developed transportation infrastructure make it a key player in national and international trade, facilitating the movement of goods and services. Additionally, South Carolina’s commitment to sustainability is evident in its efforts to promote renewable energy projects and environmentally conscious practices.

South Carolina’s business community is characterized by its adaptability and resilience, as it navigates challenges such as workforce development and education disparities. The state actively collaborates with educational institutions and government agencies to address these issues while ensuring sustainable economic growth and prosperity.

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).