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Author: jenniferallen

  • February 24, 2026

    Fiduciary Responsibilities of Plan Sponsors: A Guide for Business Leaders

    Fiduciary Responsibilities of Plan Sponsors: A Guide for Business Leaders

    By Jennifer Allen|Categories: Article, Audit & Accounting, Employee Benefit Plans|4.5 min read|
  • February 10, 2026

    The #1 Hidden Risk in Large Benefit Plans

    The #1 Hidden Risk in Large Benefit Plans

    By Jennifer Allen|Categories: Article, Employee Benefit Plans|4.8 min read|
  • January 20, 2026

    Employee Benefit Plan Audit Risks Created by M&A Activity

    Employee Benefit Plan Audit Risks Created by M&A Activity

    By Jennifer Allen|Categories: Article, Employee Benefit Plans|4.5 min read|
  • January 14, 2026

    Key Documents a Plan Sponsor Should Maintain

    Key Documents a Plan Sponsor Should Maintain

    By Jennifer Allen|Categories: Article, Employee Benefit Plans|4.1 min read|
  • January 9, 2026

    How a Benefit Plan Assessment Reduces Risk and Gaps

    How a Benefit Plan Assessment Reduces Risk and Gaps

    By Jennifer Allen|Categories: Article, Tax|3.6 min read|
  • Top 5 401(k) Compliance pitfalls plan sponsors must avoid

    October 3, 2025

    How to Avoid 401k Compliance Errors and Penalties

    How to Avoid 401k Compliance Errors and Penalties

    By Jennifer Allen|Categories: Article, Audit & Accounting, Employee Benefit Plans|3.5 min read|
  • navigating 403(b) plan restatement deadlines: what employers need to know

    June 19, 2025

    Navigating 403(b) Plan Restatement Deadlines: What Employers Need to Know

    Navigating 403(b) Plan Restatement Deadlines: What Employers Need to Know

    By Jennifer Allen|Categories: Article, Employee Benefit Plans|2 min read|
  • Changing Employee Benefit Plan Auditors

    March 19, 2025

    Key Issues When Switching Employee Benefit Plan Auditors

    Key Issues When Switching Employee Benefit Plan Auditors

    By Jennifer Allen|Categories: Article, Employee Benefit Plans|2.5 min read|

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“Insero" is the brand name under which Insero & Co. CPAs, LLP and Insero Advisors, LLC and its subsidiary entities provide professional services. Insero & Co. CPAs, LLP and Insero Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Insero & Co. CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Insero Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Insero Advisors, LLC and its subsidiary entities are not licensed CPA firms.

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