New Form 5500 Audit Requirements

The Department of Labor finalized changes to the Form 5500 financial statement audit requirement for retirement plans for plan years beginning on or after January 1, 2023. Learn More >

IRS LESE Program and Compliance Questionnaire

IRS compliance programs provide employers with insight on focus areas for plan audit. Learn More >

Ensuring Participant 401k and loan repayments meet DOL regulations

Internal controls ensure contributions and loan repayments are deposited timely and accurately. Learn More >

Prioritizing Internal Controls

Processes and procedures set in place by an organization that allow it to conduct its business in an efficient manner, safeguard its assets, prevent fraud, and ensure the accuracy of financial data. Learn More >

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