March 5, 2021 Rebuilding Your Nonprofit’s Operating Reserves When building your nonprofit’s operating reserves, what expenses should you try to put aside? It may determine if you survive … Read More
March 5, 2021 Recent Law Changes May Impact Your Retirement Savings Saving for retirement can help make your future brighter. Recent law changes might allow you to save more with your … Read More
March 4, 2021 The Case for Investment Refresh Investment refresh is an extension to automatic enrollment that transfers investment allocations to the plan’s QDIA. Read More
March 4, 2021 QDIA…. Why is it Important? The qualified default investment alternative (“QDIA”) is arguably the most important investment in a plan’s investment menu. Read More
March 3, 2021 Excessive Fee Litigation: The Best Defense is Compliance Excessive fee litigation is steadily increasing. Now we have more caselaw to consider as we work toward compliance in creating … Read More
March 3, 2021 Coronavirus, Continuity, ERISA, Stimulus Package COVID relief includes a “temporary rule preventing partial plan terminations” for plan sponsors of defined contribution retirement plans. Read More
March 3, 2021 Fiduciary Errors, Avoid These Common Mistakes Most fiduciary errors are unintentional or even well meaning. Be wary of these common mistakes by taking a look at … Read More
March 3, 2021 Private Equity Investments in Defined Contribution (DC) Plans The Department of Labor recently released an “information letter” regarding the potential inclusion of private equity investments in DC plans. Read More
March 3, 2021 Analytical Procedures Can Help Make Your Audit More Efficient Is your auditor is asking a lot of questions? That’s a sign that he or she may be using analytical … Read More
March 3, 2021 Defrauded? How to Help Your Nonprofit Recover After an embezzlement scheme, your nonprofit can help restore its reputation with one response. Find out what it is and … Read More
February 24, 2021 Reporting Restricted Cash Your company’s financial statements should be transparent about any restrictions on cash. Are your reporting practices in compliance with the … Read More
February 24, 2021 How Nonprofits Can Work With Social Media Influencers With the competition for donation dollars fierce right now, many not-for-profits are turning to influencers — from Hollywood celebrities to … Read More
