News & Insights
2022 Deadlines and Important Dates for Plan Sponsors
January 20th, 2022
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Audit
Sponsors of defined benefit and defined contribution plans should keep the following deadlines and other important dates in mind as they work toward ensuring compliance for their plans in 2022. […]
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2021 Legislative Changes Plan Sponsors Need to Know
November 24th, 2021
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By Zack Skrzyniarz |
Audit
It seems like yesterday. The cliché is certainly true for 2021, not that long ago that we were preparing for the year 2021 and anticipating changes that were going to […]
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Training Your Team to Manage the Complexities of New Federal Funding Usage
September 17th, 2021
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Audit
The increase in federal funding allocated to governmental entities has delivered much-needed financial support over the last year. While these funds were essential in assisting local governments in responding to […]
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Defined Contribution Plans Mandatory Lifetime Income Disclosures
August 15th, 2021
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Audit
With the intent to give retirees more visibility into how retirement savings translate into lifetime income, as part of the Setting Every Community Up for Retirement (SECURE) Act of 2019, […]
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Form 5500 and How to Avoid Three Common Mistakes
June 18th, 2021
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Audit
For businesses with retirement plans it is crucial to understand Form 5500. The form reports on a significant amount of information about the plan. Form 5500 details the financial, actuarial, […]