
Section 403(b) employee benefit plans covered under the Employee Retirement Income Security Act of 1974 (ERISA) are now subject to the same reporting and audit requirements that exist for Section
401(k) plans.
At BPM, we offer specialized employee benefit plan audit and consulting services to nonprofits that sponsor 403(b) plans, as well as those who sponsor 401(k) and 401(a) plans. With over 20 years of experience, we’ve worked with plan sponsors and other fiduciaries to ensure their plans are fully compliant with ERISA reporting requirements, IRS requirements, and other regulations.
For more information, email us at bpm@bpmcpa.com.

The sessions cover significant emerging
issues that can affect every facet of your organization.

Recurring Accounting Issues Noted and
Related Best Practices for Nonprofits
A look at what the IRS wants to know
about your tax-exempt bonds.
Nonprofit Dashboards to Stay
Informed and Make Decisions
How to plan and design a meaningful dashboard.
The Single Audit:
What it Means for the Auditee
Overview of the Single Audit Act and Compliance Requirements.
Your Internal Control Check-up
Reducing the risks of errors and fraud.
Merging Nonprofit Organizations
A look at accounting due diligence
issues for considering nonprofit mergers.
IRS Increases Scrutiny of Nonprofits
Exempt organizations should be aware of these key areas that the IRS will be targeting.