The Importance of Implementing Retirement Plan Best Practice Standards
The relevance of fiduciary best practice standards for retirement plan sponsors is rather intuitive, given that legal and performance pressures endured
403(b) Universal Availability Requirements under Scrutiny by IRS
A qualified 403(b) plan must satisfy the universal availability requirement with respect to elective deferrals. That means that all employees of the employer
In July 2019, the AICPA Auditing Standards Board issued the Statement on Auditing Standard (SAS) 136, Forming an Opinion and Reporting on Financial Statements
The threat of a cyberattack is prevalent throughout the business world. Given the highly sensitive data held within employee benefit plans, it should come
Long-Awaited Employee Benefit Plan Audit Standard Final Balloted
In April 2017, the Audit Standards Board (ASB) issued an exposure draft of the Proposed Statement on Auditing Standards (SAS), Forming an Opinion and Reporting
Generally, any plan with 100 or more participants requires a plan audit. Whether your plan has already reached this threshold or you anticipate the plan
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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)