Monthly Archives: May 2023

2023-5_Is Your Sponsor Plan Audit Ready

Is Your Sponsor Plan Audit Ready?

By Ed McClure, CFP®, PPC® No one likes to hear the word “audit.” But when you sponsor a retirement plan, you have to be ready for the fact that there will be times when auditors will check in on your plan and make sure you’re following all the proper rules and regulations. While this can [&h...
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