a plan sponsor Guide
Conducting a retirement plan audit is a requirement for large 401(k) and 403(b) plan sponsors governed by ERISA.
By following the tips outlined in this guide, you can plan your audit effectively, gather all the necessary information, review plan operations thoroughly, and report your findings clearly, concisely, and effectively. Ultimately, this can help to ensure that the plan is operating at its best and reduce the likelihood of time-consuming and occasionally expensive operational errors.
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