August 21, 2020 Promoting and Reporting Diversity Increasing diversity is a key initiative at many companies in 2020. This movement goes beyond social responsibility — it can … Read More
August 21, 2020 Financial Dashboards Can Steer Your Nonprofit Toward Financial Success Not-for-profits increasingly are adopting a corporate world tool: financial dashboards. A dashboard is a summary of an organization’s progress … Read More
August 14, 2020 3 Steps To “Stress Test” Your Business As a business, you can’t afford to lose sight of ongoing risk factors, such as cyberthreats, fraud, emerging competition and … Read More
August 14, 2020 Should Your Nonprofit Accept That New Grant? Current financial pressures mean that your not-for-profit probably can’t afford to pass up offers of support. Yet you need to … 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 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 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 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
July 29, 2020 Drive Success With Dashboard Reports Timely, relevant financial data is critical to managing a business in today’s unprecedented conditions. Similar to the control panel in … Read More
