ERISA Audits – California (CA)
Belfint Lyons & Shuman serves employers in California with their 401(k) plan audit needs. The reporting and other requirements imposed by the Internal Revenue Service (IRS) and the Employee Retirement Income Security Act (ERISA) are complex and regularly changing. Careful consideration needs to be exercised to ensure plan operations are following plan provisions, legislative requirements, and participant elections. In other words, a retirement plan audit is a specialty audit that requires more than foundational knowledge of basic accounting and auditing principles.
California ERISA Audit Experience
We have significant experience serving the various types of retirement plans offered by California employers. This includes defined contribution, defined benefit, health and welfare, and more. The DOL places so much importance on finding the right plan auditor they produced, Selecting An Auditor for Your Employee Benefit Plan. As you will see when reviewing it, our firm meets the criteria for an experienced auditor who can guide your team through the process.
California 401(k) Audit Services:
- Comprehensive audit services, including testing participant account balances to verify
their accuracy and completeness - Operational consulting regarding participant and employer contributions, benefit payments,
and loan processing - Form 5500 preparation and review
- ERISA and DOL reporting requirements
- Plan design options information and recommendations
- Plan correction assistance
Map of California (CA)
Contact Our California 401(k) Audit Team
Belfint, Lyons & Shuman provides benefit plan audit services to companies in California remotely from our Delaware headquarters. Please complete the form below and a member of our team will follow up with you.