Featured Jobs
|
Fringe Benefit Group
|
|
Leading Retirement Solutions
|
|
Defined Contribution Account Manager Nova 401(k) Associates
|
|
Senior Retirement Plan Advisor HORAN Wealth
|
|
Retirement Plan Quality Assurance Specialist ERISA Services Inc.
|
|
July Business Services
|
Free Publications
|
|
|
January 1 Plan Mergers and the One-Day Audit Controversy
Belfint Lyons Shuman
[Guidance Overview] Sept. 23, 2025 "[A] January 1 merger date causes a logistically inconvenient and impractical one-day plan year for the merged plan.... [T]he correct course of action is to complete a one-day final Form 5500 and audit report.... [T]he DOL's main concern is that the transfer of participant account balances from plan to plan be subject to audit procedures. To EBSA, an independent verification of the transfer is the most important practical consideration " MORE >> |
| 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 linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |