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BPAS
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Managing Director - Operations, Benefits Daybright Financial
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Southern Pension Services
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Anchor 3(16) Fiduciary Solutions
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BPAS
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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July Business Services
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BPAS
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Retirement Relationship Manager MAP Retirement
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ESOP Administration Consultant Blue Ridge Associates
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Retirement Plan Administration Consultant Blue Ridge Associates
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Regional Vice President, Sales MAP Retirement USA LLC
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Pentegra
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Retirement Plan Consultants
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MAP Retirement
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When Do Retirement Plans Need a Financial Statement Audit?
Belfint Lyons Shuman 
[Guidance Overview] Oct. 14, 2025 "[T]he 80-120 exception works well for a growing plan, but not so well for a shrinking plan. ... [If] a plan tends to teeter over and under the plan audit requirement, it may be wise for the plan sponsor to engage the auditor to perform agreed upon procedures in the off years to facilitate the test of opening balances when the plan goes back to needing an audit and as insurance that operations have remained compliant." [Article provides a detailed checklist to count participants and determine whether a plan audit is required.] MORE >> |
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