February 26, 2020 4 Steps To A Stronger Balance Sheet Roughly half of CFOs believe an economic recession will hit by the end of 2020, and about three-quarters expect a … Read More
February 25, 2020 When It Comes To Your Long Term Financial Goals, Be Your Own Boss You typically see two major types of ownership structures that have a direct impact on the livelihood of business owners … Read More
February 24, 2020 Simple Secrets for Retirement Success Retirement planning can often seem complicated and daunting. Really, though, most of the actions you need to take to work … Read More
February 24, 2020 Tips for Preventing Uncashed Retirement Checks Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has fiduciary responsibility when … Read More
February 24, 2020 Is Your Turnover Rate Routine? What You Need to Know About Partial Plan Terminations A partial plan termination is presumed by the IRS to occur when 20 percent or more of a company’s employees … Read More
February 24, 2020 Considering a Traditional Safe Harbor Retirement Plan? It may be advantageous for a plan sponsor to consider adopting a traditional safe harbor design for their retirement plan. … Read More
February 21, 2020 How To Prepare Your Nonprofit For A Financial Audit Outside financial audits may seem like an extravagance to not-for-profits working to contain costs and focus on their mission. But … Read More
February 21, 2020 FAQs About Audit Confirmations Auditors use various procedures to verify the amounts reported on your financial statements. In addition to reviewing original source documents … Read More
February 18, 2020 Take Advantage of Your Company’s Retirement Plan Matching Program Over 40 percent of employers now offer at least a small retirement plan match to employees, who can help manage … Read More
February 18, 2020 Target Date Funds and Fiduciary Obligation Target date funds (TDFs) — which rebalance investments to become more conservative as a fixed date approaches — are a … Read More
February 18, 2020 Estate Planning for Your Digital Assets: What You Need to Know Estate planning is a necessary part of organizing your life and preparing your assets to pass on to family members … Read More
February 18, 2020 The SECURE Act Likely to Affect Your Retirement and Estate Plans In late 2019, the first substantial legislation related to retirement savings since 2006 became law. The Setting Every Community Up … Read More
