Annual Retirement Plan Audits

Benefit Plan Audits – Omaha (NE)

Many companies offer retirement plans as an employee benefit. Not only does it provide workers an essential retirement savings vehicle, but it can also open the door to business tax saving opportunities. However, there are strict requirements which must be followed when administering a plan. ERISA outlines the rules which must be followed, including when a plan needs to undergo an annual retirement plan audit. Those companies that achieved a large plan status are subject to this requirement. This means that business owners, CFOs, Controllers, and HR Managers need to find an eligible audit firm and manage the sometimes complex audit process. For this reason, companies in Omaha  need to find a qualified auditor with appropriate experience.

Benefit Plan Audits – Nebraska

Boyum Barenscheer CPAs has years of experience providing full scope, Section 103(a)(3)(c), and ESOP audits. We work with single employer plans with a total active participant count between 125 and 5,000. Team members undergo regular training to stay up to date on the latest regulatory changes and updates. In addition, we are a member of the AICPA Employee Benefit Plan Audit Quality Control Center (EBPAQC). The result is a more meaningful and higher quality audit process and report.

Omaha Employee Benefit Plan Audit Services

• 401k audits
• 403b audits (offered by tax exempt organizations)
• Profit sharing audits
• Defined benefit plan audits
• ESOP audits
• Employee benefit plan consulting

Contact Our Omaha Plan Auditors

Boyum Barenscheer CPAs provides benefit plan audits to companies in Omaha and Nebraska. If you are interested in exploring a new plan audit firm, complete the form below and a team member will follow up with you shortly.

About the Omaha (NE) Business Community

Omaha has a diverse and well-established business community that combines large national corporations with a strong network of small and midsize businesses. The Greater Omaha region has more than 49,000 businesses and a workforce of over 500,000 people. Its economy is relatively balanced, with major strengths in financial services, insurance, health care, transportation and logistics, manufacturing, technology, agribusiness, construction and defense.

The city has an unusually large corporate presence for a metropolitan area of its size. Berkshire Hathaway, Union Pacific, Kiewit and Mutual of Omaha are Fortune 500 companies headquartered in the region, while companies such as FNBO, Werner Enterprises and Valmont Industries also have significant local operations. Major employers include Nebraska Medicine, CHI Health, the University of Nebraska Medical Center, Methodist Health System, Fiserv, Charles Schwab and LinkedIn, giving Omaha a broad employment base that is not dependent on a single industry.

Omaha’s business culture is also characterized by close connections among corporations, entrepreneurs, educational institutions, government and civic organizations. The Greater Omaha Chamber plays a central role in economic development, business advocacy, workforce development and attracting investment to the region. In 2025, Chamber-supported economic development activity resulted in more than $12 billion in capital investment and more than 600 new or retained jobs, while more than 750 small businesses participated in Chamber programming and technical assistance.