News & Insights

How KPI’s and Data Can Strengthen Your Employee Benefit Plan

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As we move in to a more automated and data-driven workforce, there’s one buzzword that seems to rise above the rest, Key Performance Indicator (KPI). It’s consistently driven home that […]

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Preparing for an Employee Benefit Plan Audit

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Not all Employee Benefit Plans are created equal and not every plan requires an audit. An employee benefit plan audit (EBP) is an audit of the plan’s financial statement. The […]

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Does Your Charter School Require a Single Audit?

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Many Schools That Haven’t Needed A Single Audit Before Will Need One In 2021 – Is Your School One Of Them? Federal funding provided to charter schools during the 2021 […]

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Clarifying the Details: Federal Emergency & Coronavirus Relief Funding Requirements for Charter Schools

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The 2020-21 school year has been unlike any we’ve experienced before. One short year ago, schools across the country were forced to transform how they functioned in response to the […]

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Important Changes to Your Employee Benefit Plan: SECURE Act and CARES ACT

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In recent years, legislation passed by the United States Congress poses many possible changes to your employee benefit plan that will require an amendment to the Plan Document. Below, we […]

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