ERISA Roundup - Q2 2025

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Note from BDO's ERISA Practice Leaders

Mid-year is a great time to reflect on key accomplishments for the first half of the year and finalize your plans for the second half. To help, we have assembled a set of our most recent insights and resources.

In this edition of our ERISA Roundup, you’ll find information on fidelity bonds, explore different filing options, and discover how proper record retention can protect your organization from costly benefit claims and compliance risks.

Staying current on ERISA topics is simplified with BDO: Follow along with our regular insights at our BDO ERISA Center of Excellence. We welcome your feedback on our content - you can reach us by emailing us.

In This Issue

  • ERISA Fidelity Bonds: Myth Busting Five Common Misconceptions
  • Why ESOPs Are Becoming More Popular Among Architecture and Engineering Firms
  • ERISA Record Retention: What Every Plan Sponsor Needs to Know
  • Electronic vs. Paper Filing for Benefit Plans: Navigating 2025 Filing Requirements

2025 Deadlines and Important Dates

Sponsors of defined benefit and defined contribution retirement plans should keep the following deadlines and other important dates in mind as they work toward ensuring compliance for their plans in 2024. Dates assume a calendar year plan. Some deadlines may not apply, or dates may shift based on the plan sponsor’s fiscal year. For additional support, please contact your BDO representative.