As a benefit plan auditor for over 10 years, I… Read more »
3 Steps to Fulfill Retirement Plan Responsibilities
Service: Employee Benefit Plan Audit
We put our audit experts to work for you. It’s how we’ve become one of the largest employee benefit plan auditors in the nation. Click here to read more.
Merging employee benefit plans in corporate mergers and acquisitions
According to Forbes and Fortune, global M & A activity… Read more »
Changes Coming to ERISA Employee Benefit Plan Audits – What Plan Sponsors Need to Know
In July 2019, the AICPA Auditing Standards Board (ASB) issued… Read more »
Limited Scope Audits of Employee Benefit Plans
Limited scope audits are elected on more than 80% of employee benefit plans. As a plan administrator, what does electing a limited scope audit mean to you?
Are you meeting your company’s fiduciary duty regarding 401(k) plans?
Sponsoring a 401(k) plan is a personal responsibility that company leaders assume as fiduciaries of the plan. A key fiduciary duty is having an audit conducted by a qualified independent accountant once the 401(k) plan reaches 120 participants.
Cybersecurity and Employee Benefit Plans
Employee benefit plan sponsors have a fiduciary duty to ensure participant information and plan assets are protected from cyber threats and that there is a plan to respond to a data breach and mitigate any associated damages.
ESOPs Offer Business Owners Tax-Efficient Exit Strategy
An employee stock ownership plan (ESOP) can help owners of closely held corporations who are approaching retirement age balance conflicting goals. This article talks about potential tax and other benefits of ESOPs.