Oregon 401k Plan Audits
Many Portland businesses and companies across Oregon offer a retirement plan to provide employees with an opportunity to build retirement savings over their careers. While an important benefit option and savings tool, there are several regulations from both the IRS and the Department of Labor (DOL) which must be followed. While compliance for small plans (less than 100 employees) is easier to navigate, large plans (more than 100 participants) face far more complex regulations. As outlined in the Employee Retirement Income Security Act (ERISA) large plan sponsors are required to undergo an annual plan audit. These audits provide assurance to plan management and participants about the financial condition of the plan.
Portland 401(k) Plan Audit Experience
Keiter CPAs provides employee benefit plan audit services to businesses in Portland and across Oregon. We audit over 100 employee retirement plans of various sizes including those sponsored by publicly held companies. Our team has significant experience addressing the audit needs of defined benefit and defined contribution plans including 401(k) and 403(b) plans. Our services extend to both full-scope audits and the new ERISA Section 103(a)(3)(c) audit which replaces the limited scope audit type.
Portland ERISA Audit Services
- ERISA Section 103(a)(3)(c) & Full Scope Audits
- DOL Form 5500 Preparation
- Audits Requiring an SEC Form 11K Submission
- Defined Benefit & Defined Contribution Plans
- SAS 136 Compliance Including the New ERISA Section 103(a)(3)(c) Format
- Plan Mergers, Acquisitions & Spinoffs
- ERISA Compliance Issues
Map of Portland (OR) – 97201
About Portland (OR)
Portland, Oregon, has a diverse and dynamic business community, driven by its strong emphasis on sustainability, innovation, and creativity. The city is known for its thriving tech sector, with a growing number of startups and established companies like Intel and Nike. Portland’s economy is also bolstered by industries such as manufacturing, healthcare, and green energy. The city has a strong focus on environmental responsibility, which influences both its business practices and consumer trends. With a highly educated workforce, a supportive entrepreneurial ecosystem, and a strategic location on the West Coast, Portland continues to attract businesses across various sectors, making it a key economic hub in the region. The area codes used in Portland (OR) are 503 and 971.
