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Employee Benefit Plan Audit Resources

DOL Finalizes Rule On Electronic Disclosure of Retirement Plan Documents
August 12, 2020 DOL Finalizes Rule On Electronic Disclosure of Retirement ... The Department of Labor (DOL) recently finalized a rule that makes it easier for plan sponsors to use …
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Review Plan Design & Expenses To Protect Cash Flow
July 29, 2020 Review Plan Design & Expenses To Protect Cash Flow Download PDF Managing cash flow is an ongoing priority for any business. Protecting an organization’s …
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DOL Introduces Revised Fiduciary Investment Advice Exemption
July 29, 2020 DOL Introduces Revised Fiduciary Investment Advice Exemption The ongoing saga about fiduciary standards for advice related to retirement assets has a new chapter …
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How Furloughs and Layoffs May Affect Company Retirement Plans
July 23, 2020 How Furloughs and Layoffs May Affect Company Retirement ... Download PDF The coronavirus pandemic has forced many employers to implement some form of workforce …
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COVID-19 Alert for Plan Sponsors: Deadline Extensions for 403(B) and Defined Benefit Plans
April 14, 2020 COVID-19 Alert for Plan Sponsors: Deadline Extensions for ... By Kim Flett and Beth Garner The Coronavirus Aid, Relief, and Economic Security (CARES) Act, signed into …
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Cybersecurity Considerations for New Electronic Disclosure Rule
February 25, 2020 Cybersecurity Considerations for New Electronic Disclosure ... By Greg Garrett, Beth Lee Garner, and Mary Espinosa The U.S. Department of Labor (DOL) announced a …
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July 23, 2019 What Plan Sponsors Need To Know About DOL Enforcement & Red ... Being selected for a Department of Labor (DOL) audit is not exactly a prize most plan sponsors want or …
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What to Expect on Your First Employee Benefit Plan Audit
December 7, 2018 What to Expect on Your First Employee Benefit Plan Audit Growing beyond 100 employees is an important landmark in a company’s history. While companies may view …
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