New Jersey 401k Plan Audits

 

ERISA Audits for Trenton Jersey City (NJ) Companies

 

Belfint Lyons & Shuman serves employers in New Jersey and across Trenton and Jersey City 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.

Jersey City ERISA Audit Experience

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

New Jersey Small Business Profile

Key 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 Jersey City (NJ)

Contact Our New Jersey  401(k) Audit Team

Belfint Lyons & Shuman provides benefit plan audit services to companies in Jersey City, Trenton and across New Jersey (NJ). Please complete the form below and a member of our team will follow up with you.

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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!