Refine Your Plan Audit Process

Refine Your Plan Audit Process

Offering an employee benefit plan (EBP) is a wonderful benefit for employees, but it comes with some responsibility. For plan sponsors that have at least 100 employees eligible to participate (whether all participate or not), an audit must be performed annually by an...

Solving Common 403b Plan Errors

Retirement plans are an important benefit for employers to offer as part of an incentive package. Many offer such plans because they provide an important method for employees to save for retirement tax deferred. While for profit companies leverage the popular 401k...