Before You Close the Books: A Year-End Retirement Plan Checkup
As businesses prepare for year-end, retirement plan administration can take a back seat to financial reporting, budgeting, and tax planning....
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Latest News - Employee Benefit Plans
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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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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