Post a Job

Featured Jobs

Client Service Executive: Employee Benefits Consulting

Global Employee Benefits Consulting Firm
(Atlanta GA / AL / AR / CT / DC / DE / FL / KY / LA / MA / MD / ME / MI / MS / NC / NH / NJ / NY / OH / PA / RI / SC / TN / VA / VT / WV / Hybrid)

ERISA Attorney

BLG PLLC
(Remote)

BLG PLLC logo

Plan Document Support Specialist

ASC Actuarial Systems Corporation
(Remote)

ASC Actuarial Systems Corporation logo

Relationship Manager - Defined Contributions

Daybright Financial
(Remote)

Daybright Financial logo

Plan Administrator

Heritage Pension Advisors, Inc.
(Remote / Woodbury NY)

Heritage Pension Advisors, Inc. logo

Senior Account Manager

Daybright Financial
(Remote)

Daybright Financial logo

View More Employee Benefits Jobs

Free Publications

LinkedIn icon     Twitter icon     Facebook icon

January 1 Plan Mergers and the One-Day Audit Controversy
Belfint Lyons Shuman Link to more items from this source
[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).