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ERISA
Brian Reitz | 5.22.2019

Bad Fiduciary. What’s it Going to Cost You?

Millions. That’s what it could cost you for failing to properly execute your fiduciary responsibilities as a plan sponsor. In the first half of 2019,
Audit, ERISA
Joshua Zimmerly | 3.19.2019

Benefit Plan Audit by Infomercial

“Set it and forget it!” A familiar phrase made popular back in the 1980s thanks to an infomercial that praised the features of rotisserie ovens,
Audit, ERISA
Todd Lucas | 1.15.2019

Long-Awaited Employee Benefit Plan Audit Standard Final Balloted

In April 2017, the Audit Standards Board (ASB) issued an exposure draft of the Proposed Statement on Auditing Standards (SAS), Forming an Opinion and Reporting

Making Your Benefit Plan Audit Easier

Generally, any plan with 100 or more participants requires a plan audit. Whether your plan has already reached this threshold or you anticipate the plan

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ERISA
Lindzee Nicholson | 1.11.2019

Mortality Scale 2018 Update

In October 2018, the Society of Actuaries released its annually updated mortality improvement scale for pension plans, MP-2018, based on the same methodology

Revenue Procedure 2018-52 Released by IRS: VCP Modifications

On September 28, 2018, the IRS released Revenue Procedure 2018-52, which will be effective as of January 1, 2019 and supersedes Revenue Procedure 2016-51.

Mitigating the Risk of Cyber Attacks to Your Employee Benefit Plan

From Target to Equifax to the federal government, it seems that a new cybersecurity breach makes headlines on an almost daily basis. With all these breeches,

The Changing Landscape of Qualified Retirement Plans

Plan Sponsors continue to be faced with the pressure of overseeing a “successful” retirement plan for participants and beneficiaries. How “successful”

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Audit, ERISA
Todd Lucas | 9.18.2018

New Employee Benefit Plan Auditing Standard Now Final

After years of debate, deliberation and revision, it appears the Auditing Standards Board (ASB) is finally set to issue Statement on Auditing Standards

Student Loan Repayment Program - A Retirement Plan Twist

A recent IRS decision allowing an employer to offer a student loan repayment (SLR) benefit as an element of its retirement plan could open the door to

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