Employee Benefits Update: October/November 2015

This issue’s topics include:

  • Be careful what you toss: Plan record retention requirements
  • Year end notices: Staying on top of the requirements
  • Survey says…Poll highlights what participants think they know
  • When electronic disclosure isn’t enough under ERISA


Click Here to Download

As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please feel free to contact me directly.

Jennifer R. Ott, CPA, CFE is a Partner in the Audit Department and has been with Insero & Co. since 2000. She leads the planning and execution of Audits for large multi-national clients as well as many closely held middle market corporations. She has also helped to grow the company's benefit plan audit practice into one of the 25 largest benefit plan audit practices in the United States. Contact Jennifer at (585) 697-9623 or jennifer.ott@inserocpa.com

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Posted in Employee Benefit Plans

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