Posts

'Heads Up' for Fiduciaries

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

Q&A for Filing Form 5500

As you prepare to file Form 5500 by the July 31 deadline, here…

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)…

4 Things to Know Before You Hire an EBP Auditor

If you have over 100 participants in your employee benefit plan,…

Good news from the DOL about fund disclosures

In response to push-back from the investment and plan fiduciary…

The un-cashed 401(k) check dilemma

Un-cashed checks create a problem for 401(k) plan sponsors. The…

Keeping the pencil sharp on recordkeeping for 401(k) plans

The vast majority of 401(k) plans do not perform recordkeeping…

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

When is the last time you updated your 401(k) plan document?…