ESOP Plans, Are You Exercising All of Your Fiduciary Responsibilities?
More and more companies continue to move to an Employee Stock Ownership Plan (ESOP) structure. With each of these transactions comes new fiduciary responsibility.
The Internal Revenue Service announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for
A Few Reminders from the DOL on Appropriate Plan Operations
Often, some of the most helpful tools can be hiding in plain sight! The United States Department of Labor has an informative Frequently Asked Questions
The Importance of Hiring a High-Quality Auditor for Your Employee Benefit Plan
This week, the Department of Labor (DOL) began issuing formal notifications to companies regarding the importance of selecting a qualified CPA firm that
Society of Actuaries Issues Updated Mortality Improvement Scale
On October 8, 2015, The Retirement Plans Experience Committee (RPEC) of the Society of Actuaries released an updated mortality improvement scale called
Recent Guidance for Retirement Plan Sponsors: Revenue Procedure 2015-28 and the EPCRS
The Employee Plans Compliance Resolution System (EPCRS) sets forth a complex and comprehensive set of guidelines for retirement plan sponsors to follow
IRS Delays Adoption of New Mortality Assumptions, Saving Companies Billions in 2016
In February 2015, the Society of Actuaries issued new assumptions on mortality to adjust for the fact that Americans are living approximately two years
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Our goal is to provide compelling and relevant content that is specific to the business matters most important to you and your organization. Feel free to sign up for one or all of the sessions via the link below. Once registered, you will receive an individual login link for each session.
Tuesday, December 5, 2023 | 9:00 AM | Tax Update (3 CPE Hours)
Thursday, December 7, 2023 | 1:00 PM | Consulting, Technology and Advisory
(3 CPE Hours)
Tuesday, December 12, 2023 | 9:00 AM | Audit Update (2.5 CPE Hours)
Thursday, December 14, 2023 | 1:00 PM | Wealth Management and Retirement Planning Matters (3 CPE Hours)