Whitepaper
First-Time Plan Audits: What To Expect?

Growing beyond 100 employees is an important landmark in a company's history. While companies may view crossing this threshold as cause for celebration, the Department of Labor may view it as a trigger for increased scruitny of your employee-benefit plan. Certain retirement plans with 100 or more eligible participants may be required to engage an independent auditor to audit their plans records and going through this process for the first time can be a daunting task. This resource will provide you with a lot of great information that will help you prepare for your first audit.

You'll learn:

  • Why the 100-participant threshold matters.
  • What documents and information your auditor will be looking for.
  • How to choose the right auditor for your unique challenges.