Insights

Blog

Benefits of a Retirement Committee

As plan auditors, we review the governance structure of any plan as part of our procedures in... more
April 9, 2021
Blog

When Does My Retirement Plan Need an Audit?

Being proactive about getting your plan ready for an audit can save you a lot of time, money, and... more
April 9, 2021
Blog

Why Does Your 401(K) Auditor Ask For a SOC-1?

If you are the contact for your company’s 401(k) plan audit, you have probably received requests... more
April 9, 2021
Blog

IRS Confirms 2020 IRA and HSA Contribution Deadlines Extended to May 17, 2021

On March 17, 2021, the IRS extended the filing due date for individual tax returns to May 17, 2021.... more
March 31, 2021
Blog

Increase in Dependent Care FSA Limit for 2021

Under the recently signed American Rescue Plan Act of 2021 (ARPA), the dependent care flexible... more
March 12, 2021
Blog

How to Handle Missing or Lost Retirement Plan Participants

Missing or lost retirement plan participants has been an issue for employers for many years with... more
February 12, 2021
Blog

New Retirement Plan Provisions Under the Consolidated Appropriations Act, 2021

The recent Taxpayer Certainty and Disaster Tax Relief Act of 2020 and the COVID-19 Related Tax... more
January 6, 2021
Blog

Dollar Limits on Compensation and Benefits Announced

The Internal Revenue Service has announced the 2021 cost-of-living adjustments for various limits... more
October 27, 2020
Resource

Compensations and Retirement Plans Evolve With You

The suitability of your business’ compensation or retirement plan arrangements is ultimately... more
June 15, 2020
Blog

New HSA Contribution Limits Released for 2021

The IRS recently released Revenue Procedure 2020-32, the 2021 annual contribution limits for... more
May 21, 2020
Blog

Funding Relief Strategy for Businesses with Defined Benefit Plans in Light of COVID-19

Employers who maintain defined benefit pension plans, cash balance or traditional, should be aware... more
April 10, 2020
Blog

FASB Proposal Made to Defer Effective Dates for the New Lease Standard

It’s been pushed back before, and now, in the midst of the COVID-19 epidemic, it’s happening... more
April 9, 2020