At 401kPlanAuditCPA, we provide specialized 401(k) audit and compliance services for businesses across Oregon — including Portland, Eugene, Salem, Bend, and Medford.
Our certified CPAs and ERISA professionals ensure your company’s retirement plan meets all Department of Labor (DOL) and IRS compliance requirements — accurately, efficiently, and affordably.
401(k) Plan Audit Services in Oregon
Your Trusted Oregon 401(k) Audit and Compliance Partner
If your Oregon business has 100 or more eligible participants, you’re required under ERISA to undergo an independent 401(k) plan audit each year.
We simplify the process by combining expert guidance, secure technology, and responsive communication — ensuring your plan remains compliant without disrupting your operations.
Why Oregon 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 Oregon Employers
From tech firms in Portland and manufacturing companies in Eugene to healthcare systems and educational institutions statewide, we understand Oregon’s diverse business environment and tailor our audits accordingly.
Regional Responsiveness and Local Insight
Our secure, cloud-based platform enables us to perform remote audits for Oregon employers with complete efficiency, accuracy, and data security.
Our Oregon 401(k) Audit & Compliance Services
Independent 401(k) Plan Audits
-
Full-scope and limited-scope ERISA audits
-
Review of plan design, eligibility, contributions, loans, and distributions
-
Verification of internal controls and fiduciary compliance
-
Summary of findings and recommendations to strengthen plan operations
Form 5500 Preparation and Filing
-
Accurate and timely preparation of Form 5500
-
Compliance with DOL and IRS submission standards
-
Guidance through filing extensions and error corrections
Plan Consulting and Compliance Advisory
-
Review of plan operations and documentation
-
Nondiscrimination testing and compliance corrections
-
Fiduciary training and operational guidance
Oregon-Focused Expertise
-
Experience across Oregon’s key industries: technology, manufacturing, healthcare, education, and construction
-
Responsive, locally aware service for small and large employers
-
Compliance-focused support aligned with Pacific Time busines
The Benefits of Working With Us for Oregon 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 Oregon Plan Sponsors
Are there special 401(k) audit requirements for Oregon employers?
The requirements are federal under ERISA, but Oregon employers often manage multi-location or hybrid workforce structures that require customized coordination — which our process handles seamlessly.
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) audit cost in Oregon?
Costs depend on plan size and complexity. We offer flat-rate pricing to ensure transparency and eliminate billing surprises.
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.
