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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Latest News - Employee Benefit Plans
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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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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