by cpaadmin | Sep 15, 2024 | 401k Compliance, Fiduciary, Record Retention, Regulations & Policies
Understanding your fiduciary responsibilities as a 401(k) plan sponsor is critical to staying compliant and protecting yourself from personal liability. In short, no matter what, the buck stops with you. (Yes, we made a visual pun! Enjoy.) The Department of Labor...
by cpaadmin | Jan 15, 2021 | Audit Procedures, SECURE Act
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 retirement plan administration compliant and on track. Back in November, we wrote about our top 7...