Post a Job

Featured Jobs

Account Manager

Fringe Benefit Group
(Remote / Buda TX)

Fringe Benefit Group logo

Retirement Plan Administrator

Leading Retirement Solutions
(Remote)

Leading Retirement Solutions logo

Defined Contribution Account Manager

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Senior Retirement Plan Advisor

HORAN Wealth
(Fort Mitchell KY / OH / Hybrid)

HORAN Wealth logo

Retirement Plan Quality Assurance Specialist

ERISA Services Inc.
(Remote)

ERISA Services Inc. logo

Client Service Manager

July Business Services
(Remote)

July Business Services logo

View More Employee Benefits Jobs

Free Publications

LinkedIn icon     Twitter icon     Facebook icon

When Does Your ERISA Plan Need an Audit?
Bricker Graydon Link to more items from this source
[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 >>

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).