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What plans are required to file the Annual Report and Audited Financial Statements?

April 26, 2017annual report audited file financial statements plans

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What plans are required to file the Annual Report and Audited Financial Statements?

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• Employee benefit plans subject to Part 1 of Title I of ERISA (large plans) require an audit. Recent regulatory changes from the Employee Benefits Security Administration, the IRS, and the Pension Benefit Guaranty Corporation have made the reporting rules for ERISA 403(b) plans match the reporting rules for ERISA 401(k) plans.