Changes to the 2023 Form 5500

The Department of Labor (DOL) released the final changes to Form 5500 relating to the September 2021 notice of proposed form revisions (NPFR) to amend Form 5500. The changes fall

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EBP Audits – Does Your Plan Require an Audit? If So, How Can You Prepare?

Written by Ashley Caldwell, CPA A retirement plan is a great benefit to provide for your employees in a world where there is much uncertainty surrounding Social Security. According to

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Protect Your Plan – Hiring Qualified Plan Auditors

Written by Derrel G. Curry, CPA, CGMA If your company provides an employee benefit plan which has 100 or more participants, you are generally required to have the plan’s annual

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