Plan sponsors and advisors, building a relationship with your 401k or benefits plan auditor is better than any questionnaire. Here's why. No matter if you’re a 401(k)[...]
Imagine this: The sales team has the best quarter ever. Five of seven team members win record-breaking performance bonuses. To keep the momentum going, they are sent[...]
Your independent auditor has always adhered to auditing standards established by The Audit Standards Board of the American Institute of Certified Public Accountants[...]
It happens... you've performed your audit and discovered some discrepancies. If you've ever found yourself in this position, you're definitely not alone. In fact, eligible[...]
We all know that 401k plans provide benefits to employees and employers alike, offering enhanced retirement security for workers and acting as an enticement when recruiting[...]
You’ve probably heard that recent litigation over breaches of fiduciary duty under the Employee Retirement Income Security Act (ERISA) has been making a stir. It’s[...]
With more people than ever working from home, the convenience and ease of digital filing systems are more relevant than ever. This fact was driven home early last year[...]
Happy 2021! Like everyone else, we are thrilled to welcome in a new year. Just like last year, we’ll be sharing helpful tips and insights each month to keep your[...]
Come audit season, there’s no shortage of accounting firms who are willing to perform your company’s benefit plan audits for you … But how many are truly able? A[...]
Employee benefits plan audits can be a huge pain. They’re also necessary. This means you have a choice: do you want an efficient, painless audit—or a time-consuming and[...]