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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Latest News - Employee Benefit Plans
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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Understanding Compliance Testing for Retirement Plans
Ashley S. Bell, CPA Partner LinkedIn As a business owner or plan sponsor, ensuring that your company’s retirement plan is compliant with IRS...
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The Importance of an Oversight Committee for Employer-Sponsored Retirement Plans
Written by, Morganne E. CraigSenior Accountant, HBE LLP Employer-sponsored retirement plans, such as 401(k) and pension plans, are fundamental...
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Are You Maximizing Your Contributions to Your Employer Sponsored Retirement Account?
Written byTanner A. Weir, CPA Senior Accountant, HBE LLP We all know that we should contribute toward an employer-sponsored retirement account,...
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Understanding SECURE 2.0: Key Provisions and Timelines for Retirement Plans
Written by, Emily E. Arrigo, CPAAssurance Manager On December 29, 2022, the President signed SECURE 2.0 as a part of the year-end...
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