December 20, 2019 Top Ten Fiduciary Responsibilities A plan fiduciary plays an important role in the organization’s financial health. Not only do they oversee the fiduciary process, … Read More
December 20, 2019 The More You Know: Automatic Enrollment Notices Many retirement plans today provide automatic enrollment for employees, meaning the plan sponsor initiates enrollment into the retirement plan on … Read More
November 21, 2019 How To Protect Your Nonprofit’s Credit Cards From Misuse If your nonprofit issues work credit cards to employees, make sure you have a policy that explicitly states how they … Read More
November 21, 2019 Close-up On Pushdown Accounting For M&As It’s only natural to overlook accounting rule changes until they affect your company’s financial statements. So, you might not be … Read More
November 14, 2019 GAAP vs. Tax-Basis: Which Is Right For Your Business? U.S. Generally Accepted Accounting Principles have become more complex in recent years. And more GAAP changes are in the works. … Read More
November 4, 2019 Beat Healthcare Costs with a Financial Wellness Program If your business doesn’t invest in financial wellness for your team, you may find it difficult to attract and retain … Read More
November 4, 2019 The Top Three Reasons to Outsource Fiduciary Services Outsourcing allows companies to focus more on their core businesses, rather than spending time on areas outside their expertise. Read More
November 1, 2019 Need To Know: Give Your Nonprofit’s Board The Right Information What information should you share with your board? There are three basic categories. But in general, if it’s something that … Read More
November 1, 2019 Keeping in Compliance: IRS Tips for Plan Sponsors The IRS offers useful tips for plan sponsors, helping you to stay compliant, informed and prepared to provide the best … Read More
October 28, 2019 Engage Supporters With Your Nonprofit’s Annual Report Don’t produce a paint-by-numbers annual report. There’s plenty of leeway to get creative and illustrate your nonprofit’s story so that … Read More
October 22, 2019 Reasons Why Cash Is King Balance sheets and income statements get all the attention. But the less popular statement of cash flows can be a … Read More
October 21, 2019 Buy or Lease? Both Can Benefit Nonprofits When a nonprofit must choose whether to buy or lease its facility, the decision-making process can be tough, with many … Read More
