by cpaadmin | Dec 1, 2016 | Uncategorized
Unfortunately, Money Market Reform does not pertain to improving rates. The SEC announced new money market rules in July 2014 which became effective October 14, 2016. These changes are in response to the events of September 2008, when the bankruptcy of Lehman...
by cpaadmin | Aug 26, 2016 | 5500
New penalty guidelines for ERISA compliance violations will give Plan Sponsors plenty to consider this fall, and the October 15th deadline is quickly approaching. Violations occurring after November 2, 2015 which are assessed after August 1, 2016 may be subject to a...
by cpaadmin | Jun 23, 2016 | Fiduciary
Fiduciary responsibility for a company’s retirement plan ultimately rests upon Plan Sponsors. Although an Investment Policy Statement (IPS) is required, the requirement does not specify it be in writing. For the best protection, your IPS should be in writing, easy...
by cpaadmin | May 9, 2016 | Cyber Safety
Cyber threats pose a growing threat to businesses across all industry sectors, as many rely heavily on the internet as a means to communicate, share sensitive information and transact business. Plan Sponsors collect sensitive information from participants during plan...
