SCOTUS: Church-Affiliated Plans are Exempt from ERISA
On June 5, 2017, the Supreme Court unanimously ruled that religiously affiliated non-profit plans are exempt from ERISA even if the church did not originally
AICPA Proposes Changes to Employee Benefit Plan Reporting
In April 2017, the AICPA Auditing Standards Board (ASB) proposed Statement on Auditing Standards (SAS), Forming an Opinion and Reporting on Financial Statements
Updates and Changes to Mortality Tables by the IRS and Society of Actuaries
The IRS has approved and issued Notice 2016-50, Updated Static Mortality Tables for Defined Benefit Pension Plans for 2017. However, they have once again
PCAOB Continues Its Efforts to Improve Transparency
On December 15, 2015, the Public Company Accounting Oversight Board (PCAOB) issued PCAOB Release No. 2015-008, Improving the Transparency of Audits: Rules
Plan assets for 401(k) plans and similar types of defined contribution plans have topped $7 trillion due to continued growth in employee contributions.
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Tuesday, December 5, 2023 | 9:00 AM | Tax Update (3 CPE Hours)
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