401(k) Audits – Texas

 

ERISA Audits – Texas (TX)

 

Belfint Lyons & Shuman serves employers in Texas 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.

Texas ERISA Audit Experience

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

Texas 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 Texas (TX)

Contact Our Texas 401(k) Audit Team

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

The Texas business community is a powerful and influential force within the United States and globally. Known for its vast and diverse economy, pro-business environment, and entrepreneurial spirit, Texas has long been a magnet for businesses of all sizes and industries.

One of the defining characteristics of the Texas business community is its sheer size and diversity. Texas boasts the second-largest economy among U.S. states, with a Gross Domestic Product (GDP) that rivals that of many countries. The state’s economy is incredibly diverse, encompassing sectors such as energy, technology, healthcare, manufacturing, agriculture, and more. This diversity helps insulate Texas from economic downturns in any single industry and provides a wide range of opportunities for businesses to thrive.

The energy sector has historically played a significant role in the Texas economy, with the state often referred to as the “Energy Capital of the World.” Texas is a major producer of oil, natural gas, and renewable energy, making it a global leader in the energy industry. The presence of major energy companies, including ExxonMobil, Chevron, and ConocoPhillips, contributes to the state’s energy dominance.

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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