jenniferallen

July 7, 2026

When Does Your 401(k) Plan Require an Audit?
When Does Your 401(k) Plan Require an Audit?
By Jennifer Allen|Categories: Article, Audit & Accounting|5.2 min read|
June 5, 2026

How to Prepare Your Organization for an Employee Benefit Plan Audit
How to Prepare Your Organization for an Employee Benefit Plan Audit
By Jennifer Allen|Categories: Article, Audit & Accounting, Employee Benefit Plans|4.4 min read|
May 29, 2026

Form 5500 Filing and Your Employee Benefit Plan Audit: What You Need to Know
Form 5500 Filing and Your Employee Benefit Plan Audit: What You Need to Know
By Jennifer Allen|Categories: Article, Private Clients & Individuals|4.3 min read|
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|
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|
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|