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News & Insights


Your one-stop resource for keeping up with the latest industry developments, government regulations, and what you need to know about employee benefit plans.

  • A person with curly hair is working on a laptop at a desk. The laptop screen displays charts and data. On the desk, there are a notebook with a pen, a pair of glasses resting on a closed folder, and the person is wearing a white shirt, a watch, and bracelets.
    News

    2023 Form 5500 โ€“ 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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  • A man with short, dark hair wearing glasses and a white shirt is working at a wooden desk. He is holding a paper with charts and graphs, while writing in a notebook with a pen. A laptop displaying similar charts, a smartphone, and a potted plant are on the desk. The background includes a framed picture and a window with natural light.
    News

    Correcting a Plan Issue โ€“ 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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  • A woman with gray hair in a light blazer works at a desk, holding papers and typing. Nearby are a monitor, pen holder, and notebook. Background includes a window, bookshelves, and another person.
    News

    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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  • A man and a woman collaborating in an office, with the woman holding a laptop and the man seated at a desk with multiple monitors displaying code.
    News

    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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  • A person typing on a laptop with holographic displays showing cybersecurity icons, including a shield and login interface, on a white desk.
    News

    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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  • Two people collaborate at a dark table, reviewing documents with charts and graphs. One person points with a pen, while the other types on a laptop. A coffee cup is placed nearby.
    News

    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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  • A man with glasses and a beard, wearing a blue shirt, works on a laptop at a desk with papers, a calculator, and a tablet in a modern office.
    News

    SAS 136 โ€“ 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…

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  • A woman with long hair in a black blazer types on a laptop at a desk, with a calculator, papers, a notebook, pens, and a potted plant nearby.
    News

    Obtaining Quality Employee Benefit Plan Audit Services: The Request for Proposal and Auditor Evaluation Process

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Caron Bletzer, PLLC
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