6 Questions to Ask Before You Pay Off a Mortgage

Planning for retirement means ‘pay off the mortgage’ for…

4 Ways Increase Your Net Worth

Before summer gets away and you begin the fall rush, take some…

SST CPA Presents 6 Tips for a No-Hassle 401(k) Audit

  On Friday, April 3rd Dalton Cox, CPA, Employee Benefit…

No rush! More time for 401(k) and 403(b) disclosures

Last year, plan sponsors had to provide annual investment disclosures…

'Heads Up' for Fiduciaries

BenefitsPro.com has an excellent article that will be helpful…

De-Risking Your Plan

De-Risking was on the agenda of the recent ERISA Advisory Council…

6 Steps to a Better Audit

With spring, comes the annual Form 5500. To reduce audit costs…

5 401(k) Details That Can Kick You Out of Compliance

As an auditor, it’s my job to look at every aspect of a 401(k)…

What to include in a Record Retention Policy – Part 2 of 2

You have two types of records to retain – plan records and…

Why Retirement Plans Need Record Retention Policies - Part 1 of 2

Here’s a scenario: Jane applies for Social Security benefits…