by Roland|Criss | Jul 6, 2017 | Retirement Plans, Uncategorized
Tip for June 2017 Until now, a retirement plan participant’s transfer or rollover of their account balance to an individual retirement account (“IRA”) was, for the most part, off the grid of plan sponsors’ fiduciary management systems because...
by Roland|Criss | May 26, 2017 | Retirement Plans, Uncategorized
Tip for May 2017 A recent study performed by the DOL found that a startling number of employee benefit plan audits were deficient. The DOL study also found that there was a “clear link between the number of employee benefit plan audits performed by a CPA and the...
by Roland|Criss | May 1, 2017 | Retirement Plans, Uncategorized
Tip for April 2017 Corporate risk tied to employee benefit plans is escalating, refocusing the pursuit of excellence from program features to risk management. Many businesses and nonprofit organizations are changing their risk management systems in an attempt to meet...
by Roland|Criss | Jul 12, 2016 | Retirement Plans, Uncategorized
A published set of uniformly enforced guidelines and specifications is the essential trait of a standard. Examples of published standards abound in many fields including technology, manufacturing, and healthcare. A ton of commentary has appeared in the retirement plan...