March 16, 2021 Nonprofits: Hit Your Targets with Benchmarking Benchmarking provides critical information for executing strategic plans. Here’s how to get started with benchmarks. Read More
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 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 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 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
February 22, 2021 Should my distressed company consider a debt restructuring? Many businesses have experienced severe cash flow problems during the COVID-19 pandemic. As a result, some may have delayed or … Read More
February 11, 2021 Financial Keys To Securing A Commercial Loan Does your business need a loan? Before contacting your bank, it’s important to gather all relevant financial information to prove … Read More
