I grew up in a small family, but my sister and I enjoy a large extended family that always gathers for every celebration, large or small. Being an accountant at these gatherings […]
My previous blog, Compensation: The Missing Link – Part 1, stressed the importance of ascertaining a solid link between the definition of compensation in the plan document and the one used operationally.
Compensation, you might think, should be easy to quantify. However, in a retirement plan, determining compensation can actually be quite complex.
We are closing in on the New Year and just in time to help you meet your New Year’s resolution to meet all your deadlines, attached […]
As previously discussed in K.I.S.S.: Keep it Simple and Straight Forward with Safe Harbor Plan Designs, the IRS requires that safe harbor 401(k) plans, prior to the beginning of each plan year, […]
The 2013 plan limits were just released. Below is a chart that outlines the recently announced cost-of-living adjustments affecting retirement plans:
The employee benefit plan audit season is in full gear now and, if not already started, your employee benefit plan audit is most likely around the corner.
Practitioners in the retirement plan industry are well aware of the fact that most small plans don’t have to undergo an audit by an independent qualified public accountant, while large plans do.
Following in his father’s footsteps, Art Vandelay has worked hard to expand the reach of his pizza chain across the whole state of Delaware…
Limited scope audits exclude investment values from the scope of the audit if the assets are held at a regulated financial institution such as…