Don't get surprised at audit time. Stay compliant when handling the 401(k) or benefits plans during a merger or acquisition. Merging or holding companies? Buying a[...]
Don't require a full-scale audit? There's an alternative: agreed-upon procedures. In our last blog, we discussed changes to 401(k) audit requirements that mean many small[...]
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[...]
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