401K Audits Performed Virtually

We offer the following:

• Help determining if you are required to have a 401k plan audit.
• Help determining the 401k audit requirements per the rules and regulations of the 401k Plan.
• Experience in working with your third-party administrator.
• The same audit team from year to year.
• Quick turnaround to enable you to timely file form 5500.

We learn what you need and then use specific criteria to itemize a set price. When you receive a quote from one of our authorized representatives, this price is all-encompassing, and unless circumstances change, there will be no hidden costs or miscellaneous fees.

We're currently licensed to provide 401(k) audit services in the following states:

Alabama, Arizona, California, Colorado, Delaware, Florida, Idaho, Illinois, Indiana, Louisiana, Maine, Maryland (license number 41617), Massachusetts, Michigan, New Jersey, North Carolina, North Dakota, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia

Your state not listed? No worries. It only takes us a few weeks to get registered, and then we'll be able to perform your audit.

Note: We also offer 403(b) audit services for nonprofits.

401(k) Audit Resources:

• Wondering if you need a 401(k) Audit?
• Read about our 401(k) Audit Process.
• Get a free 401(k) Audit price quote.