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Preparing for Plan Termination or Merger? Don’t Overlook Audit & Compliance

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Preparing for Plan Termination or Merger? Don’t Overlook Audit & Compliance

Are audit and compliance responsibilities part of your plan termination or merger process? Operational compliance, fiduciary responsibilities, and required filings don’t end when the decision is made- they continue until all assets are fully distributed and the plan is officially terminated or merged.

By Ashley Leonard, CPA June 18, 2026