ERISA 5500 Audits – Oklahoma City Tulsa (OK)

Oklahoma ERISA Audits

401(k) plans have become one of the most popular retirement plan options offered by Tulsa, Oklahoma City, and Oklahoma 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 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.

What Our Clients Say…

Oklahoma City 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.
Oklahoma City, OK

About Oklahoma City (OK)

The city is home to several major industries, including energy, aerospace, and healthcare. It is also a center for government and is home to the Oklahoma State Capitol building. Oklahoma City is known for its thriving arts and culture scene, with several museums, theaters, and music venues showcasing local and national talent.

Some of the most popular attractions in Oklahoma City include the National Cowboy & Western Heritage Museum, the Oklahoma City Museum of Art, and the Oklahoma City National Memorial & Museum, which honors those affected by the 1995 bombing of the Alfred P. Murrah Federal Building. The city also offers several outdoor recreational areas, including the Myriad Botanical Gardens and the Oklahoma River, which features a variety of water sports and activities.

Contact Our Oklahoma 401k Audit Team

JLK Rosenberger provides 401(k) plan and other benefit plan audits in Tulsa, Oklahoma City, and Oklahoma companies.  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.