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July Business Services
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Retirement Plan Installation & Document Manager Fringe Benefit Group
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Senior Counsel - Benefits and Total Rewards Tyson Foods
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Relationship Manager for Defined Benefits Daybright Financial
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Defined Contribution Account Manager Nova 401(k) Associates
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Relationship Manager for Defined Contributions Daybright Financial
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Daybright Financial
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Retirement Compliance Consultant Navia Benefit Solutions
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Free Publications
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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 >> |
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