Art of the Qualified Plan Audit

In the world of qualified plans, an employee must be given credit for a ‘year of service’ for any ‘computation period’ […]

Most people are familiar with the significance of April 15th as the day we all pay our fair share to Uncle Sam […]

Occasionally, a new or existing tax client of our firm wants to set up a retirement plan. For a small employer with limited accounting and human resources […]

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…

By Michael Mast, CPA – Underfunded defined benefit plans have always been a concern, but the Great Recession magnified the underfunded status of many plans.

By Christopher CIminera – The 408(b)(2) disclosure buzz has awakened many plan officials to the fact that different share classes can affect their plan investments’ returns.

Posted by Saaib Uppal In my blog post titled Mind Watching My Stuff for a Minute? I went over how to go about finding a participant who is unresponsive to communications from the plan fiduciary. As I mentioned, to terminate a plan, a sponsor must distribute all account balances. But, what if the plan sponsor seems to be searching … Continued