Retirement Plan Audits – Orlando (FL)
Many 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)
Orlando, 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.