972.392.1143 |
972.934.1269 (Fax)
Could your plan document disqualify 401(k) tax status?

Monthly Archives: May 2012

Could your plan document disqualify 401(k) tax status?

When is the last time you updated your 401(k) plan document? Many plan sponsors file the document, only intending to Read More >>

Don’t include SSNs on Form 990 & 5 other ways to combat identity theft

In the spirit of full disclosure that governs the Form 990 for nonprofit organizations, some social security numbers (SSNs) are Read More >>

The hidden benefit in fee disclosure

Fee disclosure day for retirement plans begins July 1, and must be complete by August 30, 2012. As you prepare Read More >>

4 indicators of a church’s ‘leaky ship’

The IRS scrutinizes churches and ministries, so it’s imperative that you run a ‘tight ship’ in the finance department. Over Read More >>

3 rules regarding nondiscrimination statements for private schools

A recent question was sent to our firm’s faithful steward blog: Is it ok for private schools to post a Read More >>

7 questions to ask your employee benefit plan auditor

Employee benefit plan audits require specific tests. Since plan sponsors are ultimately responsible for the audit, be sure that you Read More >>

4 reasons that nonprofit organizations need to incorporate

If you think, “We’re not big enough to need to incorporate,” think again. Incorporation offers benefits for non-profit organizations, and Read More >>

Keeping control over electronic contributions

Many churches offer the option of electronic giving. Just like cash and checks, you need a procedure in place to Read More >>

Costly compensation errors

One of the most significant errors in retirement plans is the calculation of compensation for plan contributions. The IRS views Read More >>