At 401kPlanAuditCPA, we provide specialized 401(k) audit and compliance services for employers across Montana — including Billings, Missoula, Bozeman, Great Falls, and Helena.
Our experienced CPAs and ERISA professionals help businesses maintain compliance with Department of Labor (DOL) and IRS regulations through accurate, efficient, and affordable audits.
401(k) Plan Audit Services in Montana
Your Trusted Montana 401(k) Audit and Compliance Partner
If your company in Montana has 100 or more eligible participants, an independent 401(k) plan audit is required under ERISA.
We simplify this process by providing reliable guidance, responsive communication, and streamlined digital tools that make audits easy to manage — wherever you’re located in Montana.
Why Montana Businesses Need Specialized 401(k) Audit Support
ERISA and DOL Compliance Made Simple
Our team ensures your plan meets all federal ERISA and DOL regulations. We perform complete operational reviews, test transactions, and verify that participant data, payroll, and plan documents align with regulatory standards.
Industry Expertise for Montana Employers
From energy and manufacturing companies in Billings to universities and tech firms in Bozeman and Missoula, we understand Montana’s diverse business landscape and tailor our approach to your specific needs.
Regional Responsiveness and Local Insight
We perform audits virtually using secure, cloud-based tools — making it easy for Montana employers to stay compliant without the time and expense of in-person meetings.
Our Montana 401(k) Audit & Compliance Services
Independent 401(k) Plan Audits
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Full-scope and limited-scope ERISA audits
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Review of plan design, eligibility, contributions, loans, and distributions
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Verification of internal controls and fiduciary compliance
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Summary of findings and recommendations to strengthen plan operations
Form 5500 Preparation and Filing
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Accurate and timely preparation of Form 5500
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Compliance with DOL and IRS submission standards
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Guidance through filing extensions and error corrections
Plan Consulting and Compliance Advisory
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Review of plan operations and documentation
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Nondiscrimination testing and compliance corrections
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Fiduciary training and operational guidance
Montana-Focused Expertise
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Knowledge of industries including energy, agriculture, manufacturing, healthcare, and education
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Experience serving both small businesses and large regional employers
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Flexible communication that aligns with your schedule and operations
The Benefits of Working With Us for Montana Businesses
Specialized 401(k) Plan Expertise
Unlike general accounting firms, we focus on benefit plans.
Risk Reduction
We identify compliance gaps before they become costly issues.
Time & Cost Savings
Our streamlined process minimizes disruption for HR and finance teams.
Trusted Advisors
We don’t just audit—we guide and consult for long-term success.
Nationwide Service
Supporting businesses of all sizes and industries across the US.
Common Questions from Montana Plan Sponsors
Do Montana businesses have unique 401(k) audit requirements?
The requirements are federal under ERISA, but Montana employers often operate multi-location or seasonal workforces that require special audit considerations — which we handle seam
When is the audit and Form 5500 deadline?
The standard filing deadline is seven months after your plan year-end, with a possible 2.5-month extension. We help Alabama employers stay on track with all required documentation.
How much does a 401(k) plan audit cost in Montana?
Our fees depend on plan size and complexity, but we always offer flat-rate pricing — ensuring full transparency and no hourly charges.
Industries We Serve
We work with a diverse range of high-net-worth individuals and businesses across multiple industries, including:
Healthcare Organizations
Healthcare providers often face complex payroll structures, multiple benefit plans, and strict compliance requirements.
Technology Companies
Tech firms with fast-growing workforces often struggle with eligibility tracking and timely filings.
Manufacturing & Industrial Firms
Manufacturing companies often manage high employee turnover and complex contribution structures.
Professional Services Firms
Law firms, accounting firms, marketing agencies, and other service providers need reliable compliance support to avoid client-facing disruptions.
Schedule Your 401(k) Audit Consultation Today
Don’t leave compliance to chance. At 401(k) Plan Audit CPA, we specialize in 401(k) audits, Form 5500 preparation, and employee benefit plan consulting. Whether you’re preparing for your first audit or managing a large retirement plan, our CPAs provide the expertise and peace of mind you need.
