News & Insights
Recent Posts
- The Pros and Cons of Alternative Investments for Nonprofits
- The Audit Findings That Never Seem to Go Away – And How Municipalities Can Fix Them
- Looking for Funding? Consider SBA Loans
- Protect Yourself From Fraudsters Impersonating the IRS and Other Tax Scams
- Self-Employed? Don’t Overlook a Roth IRA
- Knowing What’s Coming: Why Every Local Government Needs a Capital Improvement Plan
- Is an Advisory Board the Right Solution for Your Nonprofit?
- Three Key Considerations for Effective Grant Management in Local Governments
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Defined Contribution Plans Mandatory Lifetime Income Disclosures
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
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
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
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?
Federal funding provided to charter schools during the 2021 fiscal year, has delivered much-needed financial support during the coronavirus pandemic. While these funds were essential in assisting schools across the…