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
February 7, 2020 The SECURE Act Changes The Rules For Employers On Retirement Plans The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the first significant retirement-related legislation in more than a … Read More
