Navigating 401k audits & compliance
December 21, 2024
Download the e-book, “Navigating 401(k) audits and compliance: A guide for today’s leaders” for insights on retirement plan management and regulatory compliance.
Managing a 401(k) plan has become increasingly complex, with regulatory requirements that carry significant weight for both organizations and their employees’ financial futures. When the Department of Labor introduced changes recently, it transformed how we approach retirement plan management. These changes have increased scrutiny of retirement plans, meaning that working with experienced advisors, like BPM, helps ensure your plan meets evolving requirements while maintaining operational efficiency.
Whether you’re facing your first audit or looking to strengthen your existing processes, this guide will help you navigate requirements, understand compliance and implement practical approaches to plan management.