August 13, 2020 Retirement Plan Check-Up It is important to conduct regular check-ups on your retirement plan to make sure you are on track to reach … Read More
August 11, 2020 Forecasting Financial Results For A Start-Up Business There’s a bright side to today’s unprecedented market conditions: Agile people may discover opportunities to start new business ventures. Start-ups … Read More
August 11, 2020 How to Codify Your Nonprofit’s Ethics Does your not-for-profit have a code of ethical conduct? According to the Association of Certified Fraud Examiners, establishing and enforcing … Read More
August 11, 2020 The tax Implications of Employer-Provided Life Insurance Does your employer provide you with group term life insurance? If so, and if the coverage is higher than $50,000, … Read More
August 11, 2020 Reporting CAMs In The COVID-19 era Starting in 2019, auditors’ reports for certain public companies must contain a new element: critical audit matters (CAMs). The requirement … Read More
August 10, 2020 Financial Reporting for Nonprofits That Have Teamed Up Not-for-profits sometimes team up with other entities to boost efficiency, save money and better serve both organizations’ constituencies. This can … Read More
August 4, 2020 Allowable Plan Expenses: Can the Plan Pay? The payment of expenses by an ERISA plan (401(k), defined benefit plan, money purchase plan, etc.) out of plan assets … Read More
August 4, 2020 Collective Investment Trusts – The Fastest Growing Investment Vehicle Within 401(k) Plans For almost a century, collective investment trusts (CITs) have played an important role in the markets. They were originally introduced … Read More
August 3, 2020 It’s That Time Again! Back-to-School for Fiduciaries Can you hear the bells ringing? It’s that time of year to review your to-do list of fiduciary responsibilities. Ask … Read More
July 30, 2020 Participant Corner: Good Health is the Best Wealth This month’s employee memo encourages employees to make small lifestyle changes to reduce their out-of-pocket health costs. Believe it or … Read More
July 29, 2020 What Constitutes Proper Documentation of Retirement Plan Committee Meetings? With most retirement plans, the fiduciary responsibility of selecting and monitoring the plan’s menu of investments is designated to a … Read More
July 29, 2020 Why You Need to Communicate with Employees Businesses understand how vital it is for employees to understand retirement options and are increasingly including employee education in fiduciary … Read More
