- Our Team
July 12, 2019
WHEN TO FILE A FORM 5500 FOR YOUR HEALTH AND WELFARE PLAN
Employee health and welfare benefit plans are established to provide medical, sickness, accident, disability, and many other benefits to employees or former employees and their dependents and beneficiaries. Plans with more than 100 participants on the first day of the plan year must file Form 5500 each year whether funded or unfunded. A funded plan […]
November 20, 2015
Are You Subject to a Retirement Plan Audit?
by: Brian Davis, CPA Recently, the U.S. Department of Labor has increased its efforts to monitor employee plans, resulting in an audit process that is increasingly complex and lengthy. Organizations are under intense scrutiny as more regulations and reporting requirements must be stringently followed for employee benefit plan audits. Are you sure you need one? […]