Washington ERISA Audits
401(k) plans have become one of the most popular retirement plan options offered by Seattle and Washington 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.
Seattle ERISA Audit Experience
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.
Seattle ERISA Audit Services
Our 401(k) plan audit services include;
- Comprehensive audit services, including testing participant account balances to verify
accuracy and completeness. - Form 5500 preparation and review.
- ERISA and DOL reporting requirements.
- Plan design options information and recommendations.
Contact Our Washington 401k Audit Team
JLK Rosenberger provides 401(k) plan and other benefit plan audits in Seattle and Washington 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.
About Seattle (WA)
Seattle, Washington, is home to a thriving and diverse business community, known for its innovation and strong presence in technology, aerospace, and retail. The city is best known as the headquarters of tech giants like Amazon and Microsoft, which have driven Seattle’s transformation into a global tech hub. The tech industry in Seattle is dynamic, with a mix of established companies, startups, and a growing network of entrepreneurs, making it a magnet for talent in software development, artificial intelligence, and cloud computing.
Aerospace also plays a critical role in Seattle’s economy, with Boeing, one of the largest aerospace manufacturers in the world, having a significant presence in the region. This has helped to establish Seattle as a global leader in the aviation industry, with strong connections to engineering, manufacturing, and global supply chains. The area code for Seattle (WA) is 206.
