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You need to know your policy inside and out

You need to know your policy inside and out

by cpaadmin | Mar 28, 2022 | Retirement Plan, Uncategorized

A retirement plan is one of the most valuable employee benefits you can offer. By giving your people peace of mind about the future, you’ll inspire them to new heights. But a retirement plan introduces potential for costly mistakes—and that might keep YOU up at night....
What the heck is SAS 136 and why you should care

What the heck is SAS 136 and why you should care

by cpaadmin | Jan 17, 2022 | 401k Audit Firm, 401k Compliance, 401k Plan Audit, Audit Insights, Audit Procedures, Auditor, Plan Sponsors, Retirement Plan, SAS 136

Your independent auditor has always adhered to auditing standards established by The Audit Standards Board of the American Institute of Certified Public Accountants (AICPA).  This year, new standards will be implemented for your employee benefit plan audit. In July of...
Setting up a 401(k) retirement: Who does what?

Setting up a 401(k) retirement: Who does what?

by cpaadmin | Sep 15, 2021 | Retirement Plan, Uncategorized

Establishing a 401(k) retirement plan is simple. After all, you just have to choose vendors, draft legally sound documents, operate the plan, and stay in compliance. No big deal, right? Actually… not so much. Setting up a 401(k) plan involves many moving pieces...
M&A and record retention: what plan sponsors need to know

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

by cpaadmin | Jul 22, 2021 | 401k Audit Firm, 401k Plan Audit, 401k Plan Audit Documentation, Merger & Acquisitions, Plan Sponsors, Record Retention, Retirement Plan

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 401(k) retirement plan sponsor, the question of what to retain through the merger and...
Plan sponsors, do you have an investment policy? (What you need to know to be compliant)

Plan sponsors, do you have an investment policy? (What you need to know to be compliant)

by cpaadmin | May 18, 2021 | 401k Audit Firm, 401k Compliance Error, 401k Plan Audit, Audit Procedures, Fiduciary, Retirement Plan

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 important to recognize that fiduciaries of retirement plans for small businesses have the same legal...
What Retirement Plan Sponsors Need to Know for 2021

What Retirement Plan Sponsors Need to Know for 2021

by cpaadmin | Dec 16, 2020 | Retirement Plan

Every industry was affected by COVID-19 this year, and retirement planning is no exception. The CARES Act and the SECURE Act in particular had such a significant impact that we’ll take an in-depth look at both of them in future posts. For now, as we move into the...

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