PBMares Accounting Blog

Jackie H. White, CPA, CGMA

Recent Posts

Does My Pension Plan Need to be Audited?

Posted by Jackie H. White, CPA, CGMA on Mar 22, 2018 8:52:25 AM

The first step in determining if your pension plan might need to be audited is in understanding the concepts of large plans and small plans.  A large plan is a plan with 100 or more participants on the first day of the plan year and a small plan has fewer than 100 participants. 

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Topics: Employee Benefit Plans

How 401(k) Plan Check-Ups Help Plan Sponsors Maintain Compliance 2014

Posted by Jackie H. White, CPA, CGMA on Oct 22, 2014 1:30:00 PM


Many employers sponsor retirement plans to benefit their employees. While there are a variety of plans to choose from, one of the most popular options is the 401(k) plan.

Special guidelines apply to 401(k) plans, and for the companies who have adopted a 401(k) plan, it is important to be mindful of the rules specific to this type of plan. PBMares partner Jackie White comprised a checklist that will help your company handle efficient compliance check ups.

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Topics: Employee Benefit Plans