July 6, 2020 Understanding How to Establish Your Company’s Risk Appetite The Committee of Sponsoring Organizations of the Treadway Commission (COSO) recently published new guidance on how companies can promote … Read More
June 23, 2020 How and When to Pay Plan Expenses with Plan Assets Some retirement plan expenses can be paid for with plan assets — but many can’t. Which are the “reasonable and … Read More
June 23, 2020 Beware of the IRS and DOL: Four Red Flags They Seek on Form 5500 The Form 5500 is an ERISA requirement for retirement plans to report and disclose operating procedures. Advisors use this to … Read More
June 23, 2020 Is it Time For a Plan Refresh? The duty to provide participants with sufficient information to make consistently informed retirement investment decisions is a basic fiduciary responsibility … Read More
June 19, 2020 Is it time to outsource finance and accounting? Outsourcing may appeal to organizations that are currently struggling with mounting overhead costs during the COVID-19 crisis. By outsourcing, you … Read More
June 19, 2020 Rebuilding Your Nonprofit’s Board In times of turmoil, your board of directors should be your not-for-profit’s rock-solid foundation. But what if your board is … Read More
June 11, 2020 The Latest News On Nonprofit Fraud Is Here Every two years, the Association of Certified Fraud Examiners (ACFE) publishes what has become the definitive guide for preventing and … Read More
June 2, 2020 When Nonprofit Contributions Are Quid Pro Quo Charitable contributions aren’t always eligible for tax deductions — even when the not-for-profit recipient is tax exempt and the donor … Read More
May 14, 2020 Is Your Nonprofit’s Tap Running Dry? Due to the COVID-19 crisis, is your nonprofit’s long-term viability in question? The goal is to cut costs and increase … Read More
May 8, 2020 Time To Team Up: Nonprofit Partnerships If your nonprofit has shied away from alliances because you safeguard your autonomy, today’s challenging conditions may provide a new … Read More
April 28, 2020 Are You Ready for an Audit? Several events can trigger a DOL or IRS audit, such as employee complaints or self-reporting under the annual submission of … Read More
April 28, 2020 Complying With ERISA 404(c) According to ERISA, plans intending to comply with 404(c) must ensurethat participants: Have the opportunity to choose from a broad … Read More
