News & Insights

2020 Form 5500 Not Needed for Retroactively Adopted Retirement Plans

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On August 6, 2021, the IRS announced that employers who in 2021 retroactively adopt a tax-qualified retirement plan for 2020 are not required to file a 2020 Form 5500 Annual […]

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Managing Cash Flow in a Construction Business

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Managing cash flow in a construction business is often more challenging than in most other industries. Tracking your company’s cash flow recognizes when cash comes in, goes out, and how […]

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Is your business underusing its accounting software?

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Someone might have once told you that human beings use only 10% of our brains. The implication is that we have vast, untapped stores of cerebral power waiting to be […]

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Strengthening Workers’ Financial Wellness after the Pandemic

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Even before the COVID-19 pandemic, employers were becoming increasingly focused on helping their workforces prepare for retirement and address other areas of financial wellness. Unfortunately, the pandemic heightened the pressures […]

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How to Plan for Succession: Paving the Way for Continued Prosperity

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Proficient chess players begin each game with a clear strategy that prepares multiple moves in advance. While each move is designed to set up the next, a strategic chess player […]

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