News & Insights

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, […]

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 […]

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 […]

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 […]

Is your Employee Benefit Plan in compliance with federal regulations? The Employee Retirement Income Security Act of 1974 (ERISA) requires that some companies offering employee benefit plans must have the […]