We are currently only offering employee benefit plan audits as part of larger service packages.

If you are interested in Keiter ERISA audit services and other accounting services for your medium to large business, contact us today.

Keiter can assist with tax, regulatory compliance, and various business consulting needs. See our full list of services to see how we can assist your business with tax, business assurance, consulting and advisory.

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Retirement Plan Audits – Orlando (FL)

Silhouette of the State of FloridaMany Orlando and Florida 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.

Florida 401(k) Plan Audit Experience

Keiter CPAs provides employee benefit plan audit services to businesses in Orlando and across the State of Florida. 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.

Orlando 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

Map of Orlando (FL) – 32801

About Orlando (FL)

City of Orlando FL LogoOrlando, Florida, is a dynamic business hub known for its tourism, entertainment, technology, and healthcare sectors. As a global leader in tourism, the city’s economy is heavily influenced by major attractions like Walt Disney World, Universal Studios, and SeaWorld, which drive a thriving hospitality and service industry. Beyond tourism, Orlando has a growing technology sector, particularly in simulation, digital media, and software development, with a number of tech startups and research institutions fostering innovation. Healthcare is another significant part of Orlando’s economy, with major hospitals and medical centers like the Orlando Health system and the University of Central Florida College of Medicine contributing to growth in the medical field. The city’s favorable business environment, skilled workforce, and strategic location make it an attractive destination for new businesses and investment across a wide range of industries. The area codes used in Orlando (FL) are 407 and 689.

Contact our Jacksonville ERISA Audit Team

Keiter CPAs provides ERISA and DOL audits for plan sponsors located in Orlando and across Florida. If you have questions about our services or would like to obtain a quote to conduct your next plan audit, complete the form below and a team member will reach out shortly.

Keiter’s Plan Audit services often result in the highest value when combined with other complex services. This permits us to fulfill our role as Opportunity Advisors.


Oregon ERISA DOL Audits

 

 

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