401k Plan Audits – Charlotte (NC)
Retirement Plan Audits – North Carolina
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 Charlotte and North Carolina 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 – Charlotte
What makes our audit process different is that we understand the challenges faced by Charlotte and North Carolina 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 Charlotte and North Carolina . If you have questions about our plan audit services, complete the form below and a team member will follow up with you shortly.
About Charlotte (NC)
Charlotte’s business community is a dynamic and multifaceted engine of economic growth in the Southeast. Renowned as the second-largest banking center in the United States, the city is home to major financial institutions such as Bank of America and Truist Financial, with significant operations from Wells Fargo. This robust financial sector has established Charlotte as a pivotal player in the national economy.
Beyond banking, Charlotte boasts a diverse economic landscape encompassing industries like energy, manufacturing, technology, and healthcare. The presence of Fortune 500 companies—including Duke Energy, Lowe’s, Nucor, and Honeywell—underscores the city’s corporate strength and its appeal to a broad spectrum of businesses. on at the intersection of major interstates, coupled with the operations of Charlotte Douglas International Airport, has transformed it into a vital logistics and transportation hub. This connectivity facilitates trade and attracts companies reliant on efficient distribution networks.
