Retirement Plan Committees: Governance and Fiduciary Oversight for Every Plan Size
Ashley Bell, CPA Partner LinkedIn Retirement plan governance is not just a concern for large employers. Whether a plan has 25 participants or...
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Latest News - Employee Benefit Plans
Year-End & Beginning-of-Year Steps for 401(k) and 403(b) Plan Sponsors and Participants
Ashley Bell, CPA Partner LinkedIn As the calendar turns, both retirement plan sponsors and participants have an important opportunity to review...
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Lost Participants: What Plan Sponsors Need to Know
Ashley Bell, CPA Partner LinkedIn Plan fiduciaries must make sure all participants—active, terminated, or retired—receive the benefits they are...
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Employee Benefit Plan Best Practices
Tanner A. Weir, CPA Senior Accountant LinkedIn Employer-sponsored 401(k) and 403(b) retirement plans can be effective and powerful...
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What Plan Sponsors Need to Know About the DOL’s Updates to the Voluntary Fiduciary Correction Program
Maintaining compliance with fiduciary responsibilities is a primary task for plan sponsors. Yet mistakes occur, especially given...
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Secure 2.0 Provisions: What Individuals and Plan Sponsors Need to Know for 2025
Ashley S. Bell, CPA Partner LinkedIn As we start the new year, retirement plan sponsors and participants alike will need to understand key...
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