
How to Prepare for a 401(k) Audit
The purpose of an Employee Benefit Plan (EBP) audit is
FAQs, Ideas, and Information to Help You Grow

The purpose of an Employee Benefit Plan (EBP) audit is

As advisors, we are always trying to stay ahead of

When you hear the words “audit” and “auditor”, what are

In today’s world of “side hustles” and finding ways to

In June of 2023, new legislation passed in the state

This blog explains what is considered an eligible employee and the 80-120 rule to explain when a 401(k) plan needs to get an independent audit.

Now that remote work options are more common and people

The United States Citizenship and Immigration Services (USCIS) is publishing

One of the remaining effects from Covid-19 is that more

A donor advised fund (DAF) is essentially an investment account
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