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6 Questions to Ask Before You Pay Off a Mortgage

401k plans

6 Questions to Ask Before You Pay Off a Mortgage

Planning for retirement means ‘pay off the mortgage’ for many people who want to eliminate expenses as income declines. But Read More >>

4 Ways Increase Your Net Worth

Before summer gets away and you begin the fall rush, take some time for a financial check-up. Tightening up your Read More >>

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

  On Friday, April 3rd Dalton Cox, CPA, Employee Benefit Plan Audit Specialist, presented 6 Tips for a No-Hassle 401(k) Read More >>

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

Last year, plan sponsors had to provide annual investment disclosures to participants by August 30 with an annual (within 12 Read More >>

‘Heads Up’ for Fiduciaries

BenefitsPro.com has an excellent article that will be helpful for plan managers and all fiduciaries of retirement plans. With a Read More >>

De-Risking Your Plan

De-Risking was on the agenda of the recent ERISA Advisory Council meeting on Employee Welfare and Pension Benefit Plans. Without Read More >>

6 Steps to a Better Audit

With spring, comes the annual Form 5500. To reduce audit costs and minimize interruptions, do these 6 things and make Read More >>

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) plan to ensure ERISA compliance that Read More >>

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

You have two types of records to retain – plan records and employee participation records. Many of the plan records, Read More >>

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

Here’s a scenario: Jane applies for Social Security benefits and remembers that she has a retirement plan benefit payable from Read More >>