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August 14, 2019
A new lease accounting standard has been issued which will change how leases are accounted for on balance sheets and financial documents.
July 30, 2019
When was the last time you closely examined your retirement plan’s internal controls? Strong internal controls are essential not only to ensure that your retirement plan remains in compliance with all regulatory requirements and plan provisions, but also to guard against fraud.
July 23, 2018
In June, the U.S. Supreme Court overturned the previous decisions that required a physical presence for a seller to have sales tax nexus in a state.
Our Articles
September 14, 2020

As the sponsor of a qualified retirement plan, you’re subject to certain fiduciary responsibilities. These include administration functions like maintaining the plan’s financial records and filing an annual report for the plan. It’s critical to set up safeguards that help ensure you’re meeting these fiduciary responsibilities because errors and fraud can and do occur in […]

September 14, 2020

Depending on the size of your company’s employee benefit plan, you may be required to have an audit of your financial statements performed each year. The goal of this audit is to obtain reasonable, but not absolute, assurance from an independent third party that the plan’s financial statements are presented accurately. An audit helps protect […]

June 17, 2020

The Coronavirus Aid, Relief, and Economic Security (CARES) Act that was signed into law in late March is a massive piece of legislation that’s more than 880 pages long and carries a price tag of at least $2 trillion. The Act contains a number of provisions that affect pensions and qualified retirement plans. Following is […]

April 28, 2020

You can hire an independent ERISA 3(16) administrator to handle a wide range of employee benefit plan administrative duties, but
there are certain duties that you as the plan sponsor must retain.

April 15, 2020

In March 2020, the Securities Exchange Commission (SEC) amended its definition of accelerated and large accelerated filers. In Release No. 34-88365, the accelerated filer definition under Rule 12b-2 of the Exchange Act of 1934 (Rule 12b-2) was amended to exclude issuers that qualify as a smaller reporting company (SRC) under the SRC revenue test. As […]

March 23, 2020

CHECK BACK FREQUENTLY FOR ADDITIONAL INFORMATION. WE WILL CONTINUE TO ADD HELPFUL RESOURCES. Firm News Our nation is facing an unprecedented challenge.  For many of us, the past week, and the weeks to come will be unlike anything we have ever experienced. Although there are obstacles to be faced as we deal with the impact […]

February 11, 2020

As your organization grows, you’ll need to properly apply accounting principles and get solid insights to make sound, data-driven decisions. Outsourcing brings this expertise to your door.

January 21, 2020

As a retirement plan sponsor, you are responsible for fulfilling fiduciary duties associated with your plan throughout the year. This makes now a good time to plan ahead by preparing an annual fiduciary calendar.

November 13, 2019

A new standard update for nonprofits clarifies when to account for a transfer of assets as an exchange transaction versus as a contribution and how to determine whether a contribution is unconditional or conditional.

October 30, 2019

Target-date funds are one of the most popular investment options for defined contribution plans and you should carefully evaluate these key items as part of your due diligence process.

September 25, 2019

As a plan sponsor, you are responsible for providing a comprehensive census report to your third-party administrator and other relevant service providers annually. This census report is the starting point for your plan’s audit.

September 11, 2019

New reporting standards apply to nonprofits that are required by statute to have audited financial statements. Here are the three most significant changes included in the new rules: redefining net assets, clarifying liquidity disclosures, and presentation of expenses.

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