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CPA Dismay Over Form 5500 Changes May Be Misplaced
E is for ERISA Link to more items from this source
Mar. 1, 2023

"[C]ertain provisions of SECURE 2.0 will likely increase plan participation levels over the next few years and result in more plans that are of the size that must file as 'large plans' and accompany their Form 5500 with an audit report. Below, we explain the change to the audit requirement, and briefly cover the SECURE 2.0 provisions that may be coming to the rescue."

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