401(k) Audits – Charlotte (NC)

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ERISA Audits – Charlotte  (NC)

 

North Carolina State SilhouetteBelfint Lyons & Shuman serves employers in Charlotte and across North Carolina with their 401(k) plan audit needs. The reporting and other requirements imposed by the Internal Revenue Service (IRS) and the Employee Retirement Income Security Act (ERISA) are complex and regularly changing. Careful consideration needs to be exercised to ensure plan operations are following plan provisions, legislative requirements, and participant elections. In other words, a retirement plan audit is a specialty audit that requires more than foundational knowledge of basic accounting and auditing principles.

Charlotte ERISA Audit Experience

We have significant experience serving the various types of retirement plans offered by Virginia employers. This includes defined contribution, defined benefit, health and welfare, and more. In fact, the DOL places so much importance on finding the right plan auditor they produced, Selecting An Auditor for Your Employee Benefit Plan. As you will see when reviewing it, that our firm meets the criteria for an experienced auditor that can guide your team through the process.

Charlotte 401(k) Audit Services:

  • Comprehensive audit services, including testing participant account balances to verify
    their accuracy and completeness
  • Operational consulting regarding participant and employer contributions, benefit payments,
    and loan processing
  • Form 5500 preparation and review
  • ERISA and DOL reporting requirements
  • Plan design options information and recommendations
  • Plan correction assistance

Map of Charlotte (NC) – 28202


About Charlotte (NC)

City of Charlotte NC LogoCharlotte, North Carolina, is a dynamic business hub in the southeastern United States, known for its diverse economy and strong corporate presence. The city is a leading financial center, often referred to as the nation’s second-largest banking hub after New York City. This prominence is largely due to Bank of America’s headquarters, along with significant operations from Wells Fargo. In addition to finance, Charlotte has a growing tech sector, with many startups and established companies in the software, data analytics, and cybersecurity fields. The healthcare industry is also a key driver of the city’s economy, with Novant Health and Atrium Health providing significant employment and services.

The city’s business community is supported by a robust infrastructure, including an international airport, a strategic location on the East Coast, and a cost of living that’s more affordable than many other major metropolitan areas. Charlotte’s business culture is known for its openness, networking opportunities, and entrepreneurial spirit. The city has seen a steady increase in real estate development, including office spaces, mixed-use complexes, and luxury apartments, which cater to its growing population and business demand. Furthermore, Charlotte fosters a collaborative environment for business, with a number of chambers of commerce, business associations, and entrepreneurial accelerators offering support. This combination of factors has made Charlotte an attractive place for both large corporations and small businesses, contributing to its status as one of the fastest-growing cities in the U.S. The area codes used in Charlotte (NC) are 704 and 980.

Contact Our North Carolina 401(k) Audit Team

Belfint, Lyons & Shuman provides benefit plan audit services to companies in Charlotte and across North Carolina (NC). Please complete the form below and a member of our team will follow up with you.

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We also provide 401k audit services to companies in California (CA)Pennsylvania (PA)Illinois (IL)Florida (FL)New Jersey (NJ)Maryland (MD), Arizona (AZ)South Dakota (SD)North Dakota (ND)Alabama (AL)Minnesota (MN)Connecticut (CT)Rhode Island (RI)Kentucky (KY)Missouri (MO)Nebraska (NE)Oklahoma (OK)Oregon (OR)Idaho (ID)Arkansas (AR)New Mexico (NM), Utah (UT),  Texas (TX)Colorado (CO)Iowa (IA)Indiana (IN), Georgia (GA)South Carolina (SC), Ohio (OH)Tennessee (TN), and Virginia (VA).

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Need Additional Information?

If you need more information, please contact us so we can connect you with one of our CPA advisors who will be committed to your business and personal success. BLS is here to help!