401(k) Audits – Oklahoma

 

ERISA Audits – Oklahoma (OK)

 

Belfint Lyons & Shuman serves employers in Oklahoma 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.

Oklahoma ERISA Audit Experience

We have significant experience serving the various types of retirement plans offered by Arkansas 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.

Oklahoma 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 Oklahoma (OK)

Contact Our Oklahoma 401(k) Audit Team

Belfint, Lyons & Shuman provides benefit plan audit services to companies in Oklahoma 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 Oklahoma

The business community in Oklahoma is characterized by its diverse economic landscape, energy sector dominance, and a strong emphasis on agriculture and manufacturing. At its core, the state values self-reliance, innovation, and entrepreneurship.

Oklahoma’s energy sector is a central pillar of its economy. The state is a leading producer of oil and natural gas, with numerous energy companies operating within its borders. The energy industry’s significance extends to renewable energy sources, including wind power, where Oklahoma has made substantial investments in recent years.

Agriculture remains a fundamental component of Oklahoma’s economy. The state is a major producer of crops like wheat, cattle, and soybeans, supporting both local consumption and export markets. Agriculture plays a vital role in rural communities, and its sustainability is a priority.

Manufacturing is another cornerstone of Oklahoma’s business landscape. The state boasts a diverse manufacturing sector that includes aerospace, food processing, and machinery production. It benefits from a central location, transportation infrastructure, and a skilled workforce that make it an attractive destination for manufacturers.

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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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