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Category: 5500

80/120 rule for 401k plan audits.

Growing 401(k) plan? The 80/120 rule could save you time and money.

November 15, 2023

If your 401(k) plan is close to hitting “large” by DOL rules at the start of your plan year, the 80/120 rule could save you time and money.   It happens. You[...]

A new DOL policy means you may not need a 401(k) plan audit. (Here’s what you need to know).

June 15, 2023

A new DOL policy means you may not need a 401(k) plan audit. On February 23, the Department of Labor, IRS, and Pension Benefit Guarantee Corporation unveiled major changes to[...]

YOUR 2016 PLAN AUDIT:

August 26, 2016

New penalty guidelines for ERISA compliance violations will give Plan Sponsors plenty to consider this fall, and the October 15th deadline is quickly approaching.  Violations[...]