by Jacquelyn Hendricks | Dec 8, 2023 | Learning
Was 2022 the year you were finally on the hook for a 401(k) audit? Let’s explore the regulatory shifts that could be a game-changer for your 2023 plan year. The New Audit Landscape The audit criteria changed at the end of 2022, and now only participants with balances...
by Jacquelyn Hendricks | Dec 1, 2023 | Learning
Greetings, retirement plan sponsors! Big news—The Department of Labor (DoL) has reshaped the contours of 401(k) audit requirements. If you’re a plan sponsor, you’d better be sitting down. This is your essential briefing on what’s changing and how it...
