ERISA 5500 Audits – Charlotte Raliegh (NC)

 

ERISA Audits – Charlotte Raleigh (NC)

 

Belfint Lyons & Shuman serves employers in North Carolina and across Charlotte and Raleigh 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.

Charlotte ERISA Audit Experience

We have significant experience serving the various types of retirement plans offered by Virginia 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, that our firm meets the criteria for an experienced auditor that can guide your team through the process.

North Carolina Small Business Profile

Charlotte 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 Charlotte (NC)

Contact Our North Carolina 401(k) Audit Team

Belfint, Lyons & Shuman provides benefit plan audit services to companies in Charlotte, Raleigh, and across North Carolina (NC). Please complete the form below and a member of our team will follow up with you.

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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!