December 18, 2017 Five Ways to Expand Your Definition of “Benefits” When we think of employee benefits, we don’t typically include wellness within that definition. Instead, wellness is often considered a … Read More
December 15, 2017 How to Conduct a Year-End Risk Assessment SWOT analysis isn’t just for auditors—it's also a powerful management tool. Recognizing your strengths, weaknesses, opportunities and threats is critical. Read More
December 13, 2017 How Nonprofits Successfully Execute a Capital Campaign Capital campaigns generally are long, grueling projects. One key to making your nonprofit successful is to choose your leader and … Read More
December 11, 2017 Saving for College You have big dreams for your kids. Maybe they'll be an astronaut or a doctor—their potential has no limit. Saving … Read More
December 8, 2017 Women in Retirement: 60 Percent Not Saving Enough The Texas Conference for Women surveyed attendees about their retirement savings and found that almost a whopping 60 percent weren’t … Read More
December 7, 2017 5 Strategies for Struggling Nonprofits Shore up your struggling nonprofit, review your programs, investments and restricted endowments for possible sources of operating cash. Here’s how. Read More
December 6, 2017 Plan-Level Rate of Return—Useful or Useless? Many people use plan-level rates of return to determine the quality of an investment lineup. However, several variables impact plan-level … Read More
December 4, 2017 Target Date Funds — Does One Size Really Fit All? When it comes to retirement and target date funds (TDFs), all individuals within an organization have historically been placed in … Read More
November 30, 2017 Improving Automatic Enrollment The majority of plan sponsors recognize that automatic enrollment has been effective in improving plan success and simplifying internal plan … Read More
November 28, 2017 Do You Send Participant Notices via Email? Should you? A comprehensive guidance—and safe for plan fiduciaries—is the safe harbor for electronic delivery of participant notices provided in DOL regulations. Read More
November 8, 2017 Impact of Tax Reform on Financial Statements & Tax Rates This tax reform could have significant impacts on public-company financial statements and companies. Read More
September 30, 2017 SDM Technology | 2017 Dell Boomi Partner of the Year SD Mayer & Associates LLP (SDM) is proud to announce that it has been named the 2017 Dell Boomi Partner … Read More
