Employee Benefit Plan Newsletter

For over 10 years, HBE has been a member of BDO Alliance USA, a nationwide association of independently owned local and regional accounting and consulting firms. The Alliance allows the firm to draw on BDO, LLP’s resources and technical services in specialty areas while preserving our local ownership and operating philosophy. One of these resources is the EBP Commentator, a bi-annual newsletter for employee benefit plans.


HBE is please to share the Spring 2017 EBP Commentator as a resource for information trending in the employee benefit plan industry. Topics of focus in this issue include:

  • Utilizing Data Analytics for Employee Benefit Plans
  • AICPA ASB Proposes Standard on Auditor Reporting on ERISA Financial Statements
  • FASB Updates Presentation of Employee Benefit Plan Interest in a Master Trust
  • Updates to Retirement Plan Correction Procedures
  • Use of Forfeitures in Safe Harbor 401(k) and 403(b) Plans
  • Substantiation of Hardship Distributions

Click here to read about these topics and more.

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