Insights

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

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

Notice and Reporting Deadlines Approaching for Incentive Stock Option and Employee Stock Purchase Plans

Under Section 6039 of the Code, corporations are required to furnish statements to current and... more
January 14, 2022
Blog

Top Audit Findings of the 2021 Plan Audit Season

With the passing of the October 15 calendar year plan 5500 reporting deadline, and the conclusion... more
December 7, 2021
Whitepaper

A Contractor’s Guide to Surviving the Government Shutdown

Likely Impacts and Possible Actions Executive Management  Impacts: Shutdown impacts felt... more
September 29, 2021
Blog

Now is the Time to Start Tracking Inventory with Inventory Management Software

With material prices skyrocketing and widespread supply shortages, the need to accurately track and... more
July 22, 2021
  • By:
  • Aronson
Blog

How to Use Multiple Lookup Criteria in a XLOOKUP Excel Formula

Microsoft Office’s newest iteration of Excel in Office 365 introduces "dynamic array formulas"... more
May 26, 2021
Blog

Sustainability Reporting – Why You Should Care

Environmental, Social, Governance (“ESG”) – three words we have heard a lot about lately.... more
May 24, 2021