Geri Wood Geri Wood

How to Stay Compliant: Employee Benefit Plan Audit Requirements for 2026

In Southern California, a well-executed employee benefit plan audit has become essential insurance for your company’s future. 2026 brings new rules that every thoughtful business leader should have on their radar. New DOL and IRS rules, stricter audit thresholds, and increased enforcement have made audit compliance a must-have for the health of your plan and your business's reputation.

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Geri Wood Geri Wood

Why San Diego Businesses Can’t Overlook Employee Benefit Plan Audits

When it comes to protecting your business and your employees’ futures, overlooking an employee benefit plan audit simply isn’t an option. For many organizations, the Department of Labor (DOL) is paying closer attention than ever, especially to those operating in competitive markets like San Diego.

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