401(k) Audits – Iowa

 

ERISA Audits – Iowa (IA)

 

Belfint Lyons & Shuman serves employers in Iowa 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.

Iowa ERISA Audit Experience

We have significant experience serving the various types of retirement plans offered by Iowa employers. This includes defined contribution, defined benefit, health and welfare, and more. In fact, 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.

Iowa 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 Iowa (IA)

Contact Our Iowa 401(k) Audit Team

Belfint, Lyons & Shuman provides benefit plan audit services to companies in Iowa remotely from our Delaware headquarters. Please complete the form below and a member of our team will follow up with you.

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About Iowa

Iowa’s business community is a vital and diverse part of the state’s economy, contributing to its growth and prosperity. Known for its strong work ethic and innovative spirit, Iowa has a range of industries that shape its business landscape.

Agriculture has long been the backbone of Iowa’s economy, and the state is often referred to as the “Corn Belt.” Farmers in Iowa produce a significant portion of the nation’s corn, soybeans, pork, and other agricultural products. Agribusinesses, cooperatives, and food processing companies are prominent players in the Iowa business community, adding value to the state’s agricultural output.

Iowa’s manufacturing sector is also robust, encompassing industries such as machinery, electronics, and chemicals. Companies like John Deere, Rockwell Collins (now Collins Aerospace), and Pella Corporation have a strong presence in the state, contributing to both the local and national economies. The state’s central location and access to transportation networks make it an attractive location for manufacturing and distribution centers.

We also provide 401k audit services to companies in California (CA), Pennsylvania (PA), Illinois (IL), Florida (FL), New Jersey (NJ), Maryland (MD), Arizona (AZ), South Dakota (SD), North Dakota (ND), Alabama (AL), Minnesota (MN), Connecticut (CT), Rhode Island (RI), Kentucky (KY), Missouri (MO), Nebraska (NE), Oklahoma (OK), Oregon (OR), Idaho (ID), Arkansas (AR), New Mexico (NM), Utah (UT),  Texas (TX), Colorado (CO), Iowa (IA), Indiana (IN), Georgia (GA), South Carolina (SC), North Carolina (NC), Ohio (OH), Tennessee (TN), and Virginia (VA).

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Need Additional Information?

If you need more information, please contact us so we can connect you with one of our CPA advisors who will be committed to your business and personal success. BLS is here to help!

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