It’s that time of the year when Plan Sponsors who are lucky enough to need an audit for their 401k plan should be sending out requests for proposals (RFP) to qualified CPA firms. I have some tips for not only Plan Sponsors who are going through this process for the...
As a plan sponsor, competing for and hiring talent in today’s job market is challenging. But now you’ve finally found and hired that one key employee you’ve been searching for. Time to tell your new hire about all the benefits of working for your company,...
The Board of Directors of a nonprofit organization is the last line of defense when it comes to reviewing and monitoring the finances of the organization. If an error or issue is not caught or questioned by the Board, there is little chance the issue will be...