Employee Benefit Plan Audits: Common Deficiencies and Keys to Success

Employee Benefit Plan Audits: Common Deficiencies and Keys to Success

Written by Emily Riles, CPA After the tax and audit deadlines in April, many companies begin to prepare for their Employee Benefit Plan (EBP) Audit for their 401(k) plan, 403(b)

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Update on Post-Death Distributions from Inherited IRAs and Retirement Plans

By Ashley G. White, JD, CPA The SECURE Act of 2019 was signed into law late in 2019 and largely overhauled the existing rules regarding taking mandatory distributions from retirement

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