3 ways to get added value from your EBP audit

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Once you’ve chosen the right auditor for your plan, you can…

3 Steps to Reduce Plan Sponsor Liability

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One thing that concerns me most when I do a plan audit is the liability of the plan sponsor. So, in the next few posts, you’ll get information about how to reduce your exposure and liability with plan participants, the Department of Labor and the IRS. The first step is to take a look at the way the plan is structured – whether it’s brand new or has been in place for years.

Urgent: No blanket extension for Form 5500

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There will be no reprieve for late filings of Form 5500’s for…

Understand when can you invoke the limited scope audit exemption

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The Department of Labor allows an exclusion from the annual audit…

401(k) Plan Checklist

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Every year you should review your requirements for operating…

Do I Need a Plan Audit?

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If you have 100 or more eligible participants at the beginning…

Four Tips to Make Your Audit Easier

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Doing your job well means a timely filing of the Form 5500 with…

Streamline Your Audit

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The annual audit of your employee benefit plan is a fact of life.…