972.392.1143 |
972.934.1269 (Fax)
Articles

Yearly Archives: 2009

Urgent Action Needed for 403(b) plans

It’s important to take effective measures now to prevent regulators from cutting into your wallet. And, you don’t want to ignore the IRS. The new requirements issued July 24, 2007 apply to ALL 403(b) plans. Fortunately, the extra requirements, while burdensome, are not insurmountable.

Understanding the New Schedule C

The new Schedule C will help you take a good, hard look at plan fees. The plan sponsor is obligated Read More >>

Shop around for “reasonable” fees

You have a fiduciary responsibility to ensure that plan fees are reasonable as a plan sponsor. The best practice for Read More >>

Four Tips to Make Your Audit Easier

Doing your job well means a timely filing of the Form 5500 with minimal disruption to your work schedule. These Read More >>

Streamline Your Audit

The annual audit of your employee benefit plan is a fact of life. But, you also have other work that Read More >>

Open for questions & comments

This post is open for your questions or comments.  For individual replies, please email here.

Your Audit, Your Liability

By Michael Lawrance The plan auditors own the audit work papers. However, if the auditors do not document the audit Read More >>