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Category: Plan Sponsors

Audit

What the heck is SAS 136 and why you should care

January 17, 2022

Your independent auditor has always adhered to auditing standards established by The Audit Standards Board of the American Institute of Certified Public Accountants[...]

401K Plan Mistakes

Top three 401k plan mistakes made this year (and how they might still affect you)

December 16, 2021

You probably already know your 401k plan must satisfy certain plan qualification requirements enforced by the IRS. But what you may not know is that if your plan fails to meet[...]

Retaining records

M&A and record retention: what plan sponsors need to know

July 22, 2021

Congratulations to your organization, on selling (or buying) a business!  Now comes the fun part: Figuring out what to do with all of those employee records. When you're a[...]