Pentegra |
United 401(k) Plans, Inc. |
Nicholas Pension Consultants |
Central Pension Fund of the IUOE |
Retirement, LLC |
Trucker Huss, A Professional Corporation |
Bates & Company |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Nova 401(k) Associates |
Carpenter Morse Group |
Retirement Plan Legal Specialist Pentegra |
Central Pension Fund of the IUOE |
Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc. |
Compass Retirement Consulting Group, Inc. |
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How Big Can a Retirement Plan Be and Still Qualify for the Small Plan Audit Exemption? Belfint Lyons Shuman ![]() Feb. 24, 2021 "In the good old days, if you had more than 100 or 120 participants, as applicable, you had a large plan -- AUDIT REQUIRED! Pursuant to the SECURE ACT, however, starting on January 1, 2021, a group of Small Plans can band together in one Pooled Employer Plan (PEP) and still escape the audit requirement, but only until the total number of participants in the PEP reaches 1,000 (or one of the Small Plans becomes a Large Plan)." |
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