Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Retirement Plan Administrator - Senior Associate

(Norfolk VA)

PBMares logo

Plan Compliance Analyst (Administrator)


RPA logo

Education Consultant

(Remote / Putnam Valley NY)

Pentegra logo

Pension Consultant

Randall & Hurley, Inc.
(Remote / Liberty Lake WA / Helena MT)

Randall & Hurley, Inc. logo

Senior Defined Benefits Consultant

Loren D. Stark Company

Loren D. Stark Company logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

<< Previous news item   |   Next news item >>

Some Small Retirement Plans Now Must Have Audited Financials (PDF)
Warner Norcross & Judd LLPLink to more items from this source
July 29, 2002
Article at page 4 of 4. Excerpt: Retirement plans with less than 100 participants at the beginning of a plan year .... have been exempt from the ERISA requirement of preparing audited financial statements and furnishing an accountant's opinion as part of the Form 5500 Annual Report. Under new Department of Labor regulations, this exemption will no longer apply unless one of the following alternatives is met: At least 95% of plan assets constitute 'qualifying plan assets.' ...

Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the link above).
An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified).
© 2022, Inc.