Blog
Stock/Equity Compensation, is it Really a Good Idea?
Rewarding and retaining top talent has always been a challenge for employers. The now infamous... more
Blog
SMBs are the Perfect Candidates (for Hackers to Exploit)
A report by the U.S. National Cyber Security Alliance estimated that 60% of all small to... more
Blog
Top 10 Security Controls and Practices Routinely Exploited for Initial Access to Victim Networks
A joint security advisory issued by multiple national cybersecurity authorities reveals the top 10... more
Blog
New HSA Contribution Limits Released for 2023
The IRS recently released Revenue Procedure 2022-24 with the 2023 annual contribution limits for... more
Blog
Secure Act 2.0 passed by the House of Representatives
Much like last year at this time, retirement legislation is gaining steam In Washington. The... more
Blog
Buyer Beware: Individual 401(k) Plans
Individual 401(k) plans, aka solo(k)s, uni(k)s etc., have become very popular retirement vehicles... more
Blog
IRS 2021 Schedule K-2 and K-3 Reporting Update
The new Schedules K-2 and K-3 are required with partnership and S corporation tax returns for tax... more
Blog
Definition of Compensation Errors for Retirement Plans
Definition of compensation errors are the most common plan error that we see on audit and can be... more
Blog
Overreliance on Service Providers: Distributions from Retirement Plans
We have previously discussed the role of fiduciaries in an employee benefit plan and the... more
Blog
Management’s New Responsibilities for Certifications Used in Plan Audits
Before this year, your plan auditor might have requested a certification or an audit package from... more
Blog
Using Analytics to Monitor Your Plan
We have previously discussed the benefits of a retirement committee. Now you might ask yourself,... more
Blog
2021 U.S. International Tax Reporting Transformation for Pass-Through Entity Tax Returns
The new Schedules K-2 and K-3 bring sweeping changes to the U.S. international tax reporting... more