News & Insights

Training Your Team to Manage the Complexities of New Federal Funding Usage

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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 […]

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Defined Contribution Plans Mandatory Lifetime Income Disclosures

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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

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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, […]

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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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