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Is your company-sponsored retirement plan subject to the DOL’s annual financial statement audit requirement?

The two primary factors that dictate an audit is required are: 1) the number of participants, and 2) the amount of non-qualifying plan assets. This video will help you gain an understanding of these issues as well as how to effectively manage your plan in the event of an audit.

Watch “What’s a Plan Audit?” to gain valuable insight to:

  • What is a plan audit
  • When it is required
  • Advice when selecting an auditor