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Blogs
When a Client Sponsors Both a 401(k) and an ESOP: What Advisors Should Know Before Making a Referral
Retirement plan advisors know that employee benefit plan auditors are part of the annual compliance calendar for plan sponsors whose plans require an audit, but the conversation gets more complicated when a single client sponsors both a 401(k) and an ESOP. The two audits share the same ERISA foundation, yet
How Retirement Plan Advisors Can Evaluate an ERISA Audit Firm Before Making a Referral
When a plan sponsor asks who can handle their ERISA audit, it can be tempting to provide the name of a CPA or accounting firm you already know. But an audit referral is more than simply passing along a contact. While the advisor is not responsible for performing or managing
When Is a 401(k) Audit Required? Common Misconceptions Plan Sponsors Should Know
Managing a retirement plan comes with significant responsibilities, and understanding when a 401(k) audit is required is one of the most important responsibilities. For many plan sponsors, 401(k) audit requirements can feel confusing, especially as regulations evolve and compliance expectations continue to grow. One of the biggest misconceptions is that