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The Pension Source
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Relationship Manager for Defined Benefits Daybright Financial
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401K Safe
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Plan Admin/Employee Benefits/Office Admin Columbia Benefits, LLC
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Pentegra
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Senior Counsel – Investment Solutions Great Gray Trust Company
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Relationship Manager - Actuary Daybright Financial
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Defined Contribution Account Manager Nova 401(k) Associates
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Daybright Financial
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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The MandMarblestone Group, llc
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Goldberg, Swedelson & Associates
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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When Does Your ERISA Plan Need an Audit?
Bricker Graydon 
[Guidance Overview] Oct. 7, 2025 "Most plans with 100 or more eligible participants at the beginning of the plan year must include an accountant's audit report when filing Form 5500. There is a general exception which allows some smaller plans to avoid attaching an audit to their filing.... For sponsors of health and welfare plans, the good news is that ERISA's audit requirement generally only applies if the plan is funded through a trust (for example, a VEBA), or if participant contributions are otherwise segregated from the employer's general assets." MORE >> |
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