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
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
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
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
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
Whitepaper
A Contractor’s Guide to Surviving the Government Shutdown
Likely Impacts and Possible Actions Executive Management Impacts: Shutdown impacts felt... more
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
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
Blog
Sustainability Reporting – Why You Should Care
Environmental, Social, Governance (“ESG”) – three words we have heard a lot about lately.... more