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2023 Form 5500 – Change in Participant Count Methodology
Recently, the Department of Labor released a notice related to changes to the Form 5500 for plan years beginning on…
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Correcting a Plan Issue – IRS Fix-it Guide
As the plan sponsor, it is your responsibility to oversee the plan operations and ensure compliance with all applicable laws,…
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DOL Cybersecurity Guidance Issued: Best Practices
As retirement plans change to operate less in a paper environment and more in an electronic environment, this changes the…
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DOL Cybersecurity Guidance Issued: Hiring a Service Provider
Cybersecurity is continuing to be a growing focus in many industries. With this continued focus, the Employee Benefits Security Administration…
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DOL Cybersecurity Guidance Issued: Security Tips
Cybersecurity threats are becoming more frequent and more sophisticated. In our everyday lives, we are seeing, hearing, or experiencing these…
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Importance of Plan Oversight
Being a plan sponsor comes with a responsibility to fulfill certain fiduciary responsibilities when administering their retirement plan(s). Although some…
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SAS 136 – Steps to Determine if an ERISA Section 103(a)(3)(c) Audit is Permissible
During the Summer of 2019, the AICPA issued a new standard that is effective for periods ending on or after…
