Sam Holder

Sam Holder

Poyner Spruill LLP

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BREAKING NEWS: Change in Participant Count Methodology for Plan Audit Threshold

We come with breaking news that will be welcomed by many smaller plan sponsors! The DOL has amended the Form 5500 forms and instructions for 2023 and significantly changed how a plan sponsor counts participants for...more

2/27/2023  /  Audit Policies , Benefit Plan Sponsors , Department of Labor (DOL) , Employee Benefits , Employee Retirement Income Security Act (ERISA) , Retirement Plan , Retirement Plan Providers
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