If your company needs a Pension Audit feel free to contact LSL CPAs at (714) 569-1000 for immediate assistance. If you have over 120 participants in your Pension Plan, you need an auditor. We will provide a seamless, efficient and cost-effective approach for your Pension Audit.
Maria T. Arriola, CPA is our Pension Audit expert.
We have offices in Brea, Santa Ana and Sacramento.
In the Orange County Business Journal, LSL CPAs shareholder Maria Arriola has published a well-received article on pension plans audits. Featured in the Employment Resources & Solutions supplement, Maria Arriola highlights the importance of companies paying a closer look to the 80 – 120 participant rule when designing their pension Read more…
Missing the final deadline for filing your Form 5500 is a common pitfall for plan administrators. The filing due date for a Form 5500 is seven months after the end of the plan year with an optional 2 ½ month extension, allowing 9 ½ months to file the final Form Read more…
The Department of Labor (DOL) has recently released new FINAL rules regarding the ERISA 408(b)(2). These disclosure rules become effective April 1, 2012. Service and fee disclosure regulations – ERISA Section 408(b)(2) applies to retirement plan service providers effective April 1, 2012. New 408(b)(2) Service Provider Disclosures: A description of the Read more…
The Department of Labor (DOL) requires an ERISA pension audit for all “large” pension plans, those with over 120 participants. Not only should the auditor you hire help you to meet the audit requirement but they should also add value to through financial and operational suggestions. New regulations require pension Read more…
The Department of Labor will be expanding their retirement plan disclosure requirements. For plan year beginning on or after November 1, 2011, the DOL will be standardizing fee reporting and investment information so that both plan sponsors and participants can make better, more informed decisions regarding 401(k) and 403(b) plans. Read more…
On Thursday, Nov. 5 th our very own Maria T. Arriola stole the show at the Transamerica Retirement Services Breakfast for Financial Advisers. The presentation was attended by over 30 different businesses that operate in the retirement services arena and Maria was invited to co-present along with Dave Wilkins, Regional Read more…