March 16, 2020 House Passes Families First Cornovirus Response Act Financial and tax-related relief for individuals and businesses from the effects of coronavirus (COVID-19) come in the form of a … Read More
March 9, 2020 Matching Gifts Double The Impact of Donors’ Contributions A majority of large U.S. companies offer matching gift programs to boost the impact of their employees’ charitable gifts. Double … Read More
February 27, 2020 Understanding Sole Proprietorship vs LLCs Running your business is hard work. You plan, budget, and develop strategies to ensure that you will achieve long-term success. … Read More
February 26, 2020 Improve Your Nonprofit’s Strategic Planning With A “Real-Time” Approach Real-Time Strategic Planning (RTSP) offers not-for-profits a fluid approach to identifying, understanding and acting on challenges and opportunities to advance … 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 13, 2020 Use Plan Analytics To Evaluate Your Retirement Plan Your retirement plan is a valuable resource for your employees and serves as a vehicle to attract and retain top … Read More
February 12, 2020 Can Your Board Recognize Financial Red Flags? A key fiduciary duty of your not-for-profit’s board of directors is to oversee and monitor the organization’s financial health. Some … Read More
February 11, 2020 Too Many Choices: How Many Investment Options Should You Offer? Many plan providers struggle with deciding how many investment options to offer in their retirement plans. While people generally like … Read More
February 11, 2020 4 Key Traits To Look For When Hiring A CFO Finding the right person to head up your company’s finance and accounting department can be challenging in today’s tight labor … Read More
February 7, 2020 ERM: A Systemic Approach To Reducing Your Nonprofit’s Risks pproach to risk reduction can be just as effective when adopted by nonprofit organizations. Even organizations with limited resources can … Read More
