Resources

Archive for the ‘Employee Benefit Plans’ Category

Thursday 03/08/2018

Are you ready for your employee benefit plan audit?

Lindsey Homan, CPA shares how you can prepare for an employee benefit plan audit. Who is required to have an audit of their employee benefit plan? The Employee Retirement Income Security Act of 1974 (ERISA) requires annual audits for companies that have 100 or more eligible participants in their 401(k) plan. If this sounds like […]

Read More

Friday 09/15/2017

Has Your Recent Merger or Acquisition Triggered an Employee Benefit Plan Audit?

Sheri Terens explains what to consider during a merger or acquisition to make sure your employee benefit plan remains compliant.  Employee benefits plans are necessary but can be complex, especially when mergers and acquisitions are in the picture. When is an audit required? The Employee Retirement Income Security Act of 1974 (ERISA) ensures that plan […]

Read More

Thursday 07/13/2017

Choosing the Right Retirement Plan

Employees are the greatest asset that a company can have. Therefore, it’s important to provide valuable benefits that attract and retain talent. Retirement benefits are one of the most important benefits an employer can offer. Where do you start when choosing a retirement solution? There are many types of benefit plans, including: Payroll Deductions IRAs […]

Read More

Thursday 04/20/2017

I Made a Mistake Running my Employee Retirement Plan. Now What?

  Sheri Terens, CPA shows how to handle common mistakes in retirement plans:     So, you’re a great employer that started an employee retirement plan to offer the added benefit to your employees. Of course you want to do the right thing to run your plan, but are you?   First, you need to […]

Read More

Monday 08/15/2016

Are You Paying a Higher Price for Loyalty?

Sheri Terens, CPA asks the tough questions when it comes to your employee benefit plans:     The hot topic over the last few years has been 401k fees. There are so many service providers associated with 401k plans that it’s hard to keep them straight: investment advisor, third party administrator, custodian, record-keeper and more. […]

Read More