New Legislation Impacts Step Up For Students
The 2022 legislative session came to an end on March 14, 2022. While sharp division riddled the...
AUP Deadline Quickly Approaching For Schools: Act Now
With only a few more weeks left in the academic year, schools participating in the Step Up for...
How to Prepare for Step Up For Students Agreed Upon Procedures
What are Step Up for Students Agreed Upon Procedures?
The 5W’s to A Successful Employee Benefit Plan Audit
If your Employee Benefit Plan were to get audited today, would you be prepared?
Miami-Dade County Passes New Legislation for Community Associations
Florida Law requires condominiums and homeowner associations to prepare annual financial statements...
2021 Year-End Tax Planning For Individuals
As we approach year end, now is the time for individuals, business owners, and family offices to...
Missing Participants: What Plan Sponsors Need To Know About the DOLS's Latest Guidance
When workers change jobs and relocate, plan sponsors face several challenges, including locating...
Preparing for Mandatory Lifetime Income Disclosures for DC Plans
As part of the overall movement toward financial wellness, Congress and the Department of Labor...
Consolidated Appropriations Act: What Plan Sponsors Need to Know About Retirement Plan Relief
The Consolidated Appropriations Act, 2021 (CAA), which was enacted on December 27, 2020, is mostly...