Dallas, Texas, is a major economic hub with a diverse and rapidly growing business community. The city is known for its strength in sectors such as finance, technology, healthcare, and logistics. Dallas is home to a large number of corporate headquarters, including those in banking, insurance, and real estate, making it a key player in the financial services industry. The tech sector has expanded significantly in recent years, with a growing presence of software companies, data centers, and startups. Healthcare also plays a significant role, with leading institutions like the University of Texas Southwestern Medical Center and Baylor Scott & White Health driving innovation in medical research and services. Additionally, Dallas’s strategic location and strong transportation infrastructure, including a major airport and rail networks, support its position as a logistics and distribution center. The city’s business-friendly environment, skilled workforce, and high quality of life make it an attractive destination for businesses across a range of industries. The area codes used in Dallas (TX) are 214, 469, and 972.
Retirement Plan Audits
Many Dallas and Texas companies 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.
Texas 401(k) Plan Audit Experience
Keiter CPAs provides employee benefit plan audit services to businesses in Dallas and across the State of Texas 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.
Dallas ERISA Audit Services
- Limited & 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
