Category: Articles
Untimely Remittance of Employee Benefit Plan Contributions
Understanding what untimely remittances are and how they impact participants helps explain why the Department of Labor (DOL) places emphasis on this topic. Once a plan sponsor establishes a time frame of what it looks like to separate the deferrals from the...
Preparing for the 2026 SECURE 2.0 Plan Amendment Deadline
The SECURE 2.0 Act of 2022 resulted in a number of changes to employee benefit plans. This article will focus on the required changes that must be implemented and/or formally documented by the end of the 2026 plan year for most qualified plans. The SECURE 2.0 Act...
5 Smart Steps for Including Aging Parents in Your Estate Plan
When creating or updating your estate plan, it’s important to address your elderly parents with both clarity and sensitivity. If you provide financial support, share housing or anticipate future caregiving responsibilities, your plan should reflect these realities....
Turn to Business Valuation Pros for QoE REports
Financial statements provide the data to support prices in mergers and acquisitions (M&As). But are those reported results reliable and sustainable? After all, the value of a business is based on expected future earnings, not historical results. A quality of...