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Why Good Documentation Is Your Best Defense During an Employee Benefit Plan Audit

Why Good Documentation Is Your Best Defense During an Employee Benefit Plan Audit

By Jessica Ashley, CPA, MBA September 15, 2026

Preparing for Plan Termination or Merger? Don’t Overlook Audit & Compliance

Preparing for Plan Termination or Merger? Don’t Overlook Audit & Compliance

By Ashley Leonard, CPA June 18, 2026

SECURE 2.0 Implementation Year 2: What Plan Sponsors Need to Know in 2026

SECURE 2.0 Implementation Year 2: What Plan Sponsors Need to Know in 2026

By Jessica Ashley, CPA, MBA May 21, 2026

Working with a Third-Party Administrator? Why You Still Need an Independent EBP Audit

Working with a Third-Party Administrator? Why You Still Need an Independent EBP Audit

By Ashley Leonard, CPA March 31, 2026

Employee Benefit Plan Audit Scope Changes: Avoiding Extra Costs and Delays

Employee Benefit Plan Audit Scope Changes: Avoiding Extra Costs and Delays

By Tyler Gay, CPA, MBA March 09, 2026

Top 6 EBP Issues That Trigger DOL or IRS Investigations

Top 6 EBP Issues That Trigger DOL or IRS Investigations

By Ashley Leonard, CPA March 02, 2026