Author: Darlene Finzer
Article
New Audit Standard for Employee Benefit Plans Casts Bright Light on Role of Fiduciary
As a new auditing standard becomes effective this year for most employee benefit plans, individuals charged with managing and administering plans should be aware of their responsibilities as plan fiduciaries.
Blog
SAS 114: Essential Information May Be Hiding In Plain Sight
What the heck is a SAS 114 letter and why are you getting one? Read on to find out.
Events
Don’t SAS 136 Me! – How the New Auditing Standard is Impacting Employee Benefit Plan Sponsors
New audit standards mean new responsibilities for auditors and plan sponsors. With SAS 136 coming into effect for plans that will be audited in 2022, plan sponsors may want to become familiar with the new rules to ensure they are prepared.
Blog
Now & Later: Don’t Just Plan For Your Next Vacation …
It's not breaking news - people are more likely to prepare for their next vacation before they plan for retirement. Read on to find out how to plan for both.
Blog
Benefits Set To Increase In 2021, Says Social Security Administration
SSA will provide additional relief to retirees beginning 2021.
Blog
Retirement Is Knocking …
Wherever you’re at on the retirement spectrum there are practices you can put in place now to move you toward your retirement goals.
Blog
What To Know About Layoffs & Partial Plan Terminations
Have you implemented (or plan on implementing) layoffs in your company? Before you do, consider how this decision will impact your retirement plan.
Blog
Here’s The Scoop On Fiduciary Responsibility
Taking your fiduciary responsibility seriously is a must. Want to find out why? Here‘s the scoop!
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New Retirement Plan Legislation Keeps Up With The Times
Pending SECURE and RESA legislation aims to fix the retirement financial crisis and help workers save more for retirement. Read on to learn more.
Blog
And The Times, They Are A-Changing
New regulations could allow small businesses to band together in an effort to offer associate retirement plans. Read on to discover what you need to know.
Blog
Social Security: Not Just Another Tax
Ever wonder if you or your employees could opt out of paying Social Security based on religious reasons? Read on for answers.