401k Plan Audits
401k Audits – Atlanta GA
The audit of a 401k and other retirement plan does require specialized knowledge and attention. While it’s commonly believed that there is little difference between a financial statement and retirement plan audit that is not entirely true. In fact, a recent study published by the Department of Labor (DOL) reveals that errors with Atlanta and Georgia benefit plan audit filings are generally committed by firms with limited experience. The issues generally uncovered include failure to test key controls and other plan functions. To ensure that your plan audit receives the highest level of audit quality, it’s essential work with an experienced firm that understands the nuances of plan audits. Wilson Lewis provides benefit plan audits to companies in Duluth, Atlanta and across Georgia. We work with smaller limited scope 100 participant plans to full scope audits to multi-employer plans with hundreds of participants.
Retirement Plan Audit Experience – Georgia
What makes our audit process different is that we understand the challenges faced by Atlanta and Georgia CFO’s and others in the process. Often time’s companies are faced with the task of having to train new audit professionals, manage repeated requests for documentation and inability to meet agreed upon engagement deadlines. The difficulty of working with some firms is they focus only on “checking the box” of audit requirements and spend little time focused on client concerns. Wilson Lewis provides an audit approach that accomplishes the needed testing, but also addresses concerns throughout the process.
Our Retirement Plan Services:
- Defined Contribution Plans including 401k plans
- Defined Benefit Plans
- ESOP’s
- Limited or Full Scope Audits
- Single or Multiple Employers
Contact Us
Wilson Lewis provides 401k and retirement plan audit services to companies in Atlanta and Georgia. If you have questions about our plan audit services, complete the form below and a team member will follow up with you shortly.
About Atlanta GA
Atlanta’s business community stands as a dynamic and diverse engine of economic growth in the Southeast. Long known as a transportation hub thanks to Hartsfield-Jackson International Airport, the city has evolved into a major center for corporate headquarters, innovation, and cultural entrepreneurship. The presence of Fortune 500 companies such as Coca-Cola, Delta Air Lines, Home Depot, and UPS provides a solid foundation for stability and global influence, while a growing number of tech startups and fintech firms are transforming the city into a serious contender in the innovation economy.
The business climate is shaped by a combination of talent from Atlanta’s many universities, including Georgia Tech, Emory, and Georgia State, and a thriving Black-owned business ecosystem that plays a central role in the city’s identity. Real estate development continues at a rapid pace, driven by both commercial investment and a population boom that is expanding the metro area outward. Midtown and Buckhead remain the epicenters of financial and tech activity, while the Westside and South Atlanta are seeing increased attention from investors and developers.