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Newsletter

Personal Protected Information

Sharing personal protected info online? Here’s what NOT to do

March 20, 2021

When the pandemic hit in 2020, some of our customers faced an unexpected curveball.  We’ve been doing virtual 401k audits for years, but many companies had maintained[...]

401k compliance error

Avoid the most common 401k compliance error with these eligible compensation best practices

February 15, 2021

Errors with eligible compensation—or, the income that counts toward your 401k retirement plan—were the number one compliance issue we saw in the 2020 audit[...]

SECURE Act

What the SECURE Act Means for Your Business in 2021

January 15, 2021

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[...]