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PlanPILOT – Retirement Plan Consultants
  • About
    • Meet the Team
    • Mission & Values
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    • Client Satisfaction Survey Results
    • Conflicts of Interest Policy
  • Services
    • Retirement Plan Consulting
    • Foundations & Endowments
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Mark Olsen

Home Archives for Mark Olsen Page 6

Does Your 403(b) Plan Require an Audit?

Does Your 403(b) Plan Require an Audit?

Posted on July 6, 2016 by Mark OlsenLeave a comment

Serving as the administrator of a 403(b) plan is no simple task, and auditing is just one of the many complex duties required. An audit can help ensure the correct amount of money will be available to pay the benefits to the participants while simultaneously keeping the plan sponsor honest regarding the finances of the company.

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Posted in EducationTagged Audit, Compliance
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Recent Posts

  • From Oversight to Outcomes: How Plan Sponsors Can Measure What Really Matters
  • Are Your Plan Features Working Together or Against Each Other?
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