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12 Steps to Ensure Your Company Is Audit Ready

12 Steps to Ensure Your Company Is Audit Ready

For all but one day of the year, the end of your financial year is always approaching — sometimes year-end is still months away, other times year-end is right around the corner. Regardless of where you are in your current accounting cycle, are you experiencing that familiar feeling of audit dread? Audits don’t have to […]

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Audit Requirements for Defined Contribution Plans are Changing

There is some exciting news, especially for smaller plan sponsors of defined contribution plans. The Department of Labor (DOL) has revised the Form 5500 and instructions for 2023, bringing about a substantial change in the criteria used to determine the requirement for an audit. Updates to Participant Count Methodology  Employee benefit plans that filed as a large

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