Insights

Whitepaper

7th Employee Benefit Plan Benchmarking Survey Report

The race to keep the best and brightest is highly competitive and no employer wants to be left... more
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
June 15, 2022
Blog

Accounting Made Easy: 5 Steps to Fast, Easy, and Accurate Bank Reconciliations

One of the more fundamental and important processes in the monthly close is the reconciliation of... more
June 10, 2022
Blog

Best Practices for Preparing For a Retirement Plan Audit

Are you feeling anxious about your benefit plan audit? As we kick off our benefit plan audit... more
May 16, 2022
Blog

M&A Trends in the Software Industry

Across most industries and most geographies, 2021 was a very active year for M&A. The Software... more
April 27, 2022
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
April 25, 2022
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
February 21, 2022
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
February 21, 2022
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
February 21, 2022
Blog

Using Analytics to Monitor Your Plan

We have previously discussed the benefits of a retirement committee. Now you might ask yourself,... more
February 21, 2022
Blog Whitepaper

Total Time Accounting and Uncompensated Overtime

Without a total time accounting policy, a Federal contractor leaves the door wide open for the... more
February 14, 2022