Overview: Section 3(14) of ERISA defines a party in interest to include, among others, fiduciaries or employees of the plan, any person who provides services to the plan, an employer whose employees are covered by the plan, an employee organization whose members are covered by the plan.
Published on March 05, 2013

EBPAQC Alert No. 280

Newsletter: EBPAQC and DOL Audit Resources for Members, Forum Contest, Membership Compliance Questionnaire
Published on September 04, 2012

EBPAQC Alert No. 246

Newsletter: EBP Audit Resources; Member Forum Contest; Member Dues.
Published on May 31, 2011

403(b) Plan Resource Center

Checklist: Find general information on AICPA.org about IRC section 403(b) retirement plans and DOL regulations requiring annual financial statement audits for ERISA-covered 403(b) plans.
Published on March 22, 2013

EBPAQC Alert No. 114

Newsletter: Upcoming Center Calls; Membership Compliance Questionnaire; IRS 401k Defects Tool.
Published on August 26, 2011

EBPAQC Alert No. 300

Newsletter: ESOP Primer; Member Discussion Forum Contest; EBPAQC Resources; Technical Assistance; Membership Dues
Published on May 21, 2013

EBPAQC Alert No. 71

Newsletter: As Center members gear up for the mid-October Form 5500 filing deadline for extended returns, we wanted to make you aware of valuable Form 5500 resources and of significant changes to the 2006 Form 5500 and the Form 5500-EZ.
Published on August 25, 2011

EBPAQC Alert No. 256

Newsletter: EBP Audit Resources, Forum Contest, September 13 DOL Webcast, EBPAQC Testimony, Investment Plan Advisory, December EBP Conference
Published on September 13, 2011

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