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Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
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Are Employee Benefit Plan Meeting Minutes Vital?
EisnerAmper
Mar. 30, 2022 "Not only are plan amendments and meeting minutes vital for documenting adherence with ERISA and demonstrating meeting fiduciary obligations under ERISA, these documents also provide your auditors with information they will need to properly plan and execute your plan audit. Maintaining these documents and providing them early to your auditors will provide for a smoother and more efficient audit." |
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