Written by Ashley G. White, JD, CPA The Securing a Strong Retirement Act of 2022, known as SECURE 2.0 Act, made significant changes to retirement savings rules for both the employer and employee. Some of these changes
Read More
The Department of Labor (DOL) released the final changes to Form 5500 relating to the September 2021 notice of proposed form revisions (NPFR) to amend Form 5500. The changes fall
Read More
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)
Read More
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
Read More
Written by Dalton Hopper, CFE, CVA In our last BBL newsletter, we shared BDO’s Top 5 Tips when filing an insurance claim after a hurricane. Two months into the official
Read More
Written by Ashley G. White, JD, CPA The SECURE Act (the “Act”) became law effective January 1, 2020, and made significant changes to the rules regarding required minimum distributions (RMDs)
Read More
If your company’s employee benefit plan (EBP) is required to have an annual audit performed under ERISA, particularly if you have a limited scope audit, please note that your audit
Read More
By Dalton Bradshaw, CPA After months of debates and concessions, the Infrastructure Investment and Jobs Act (the “Act”) was passed by Congress on November 5, 2021. On Monday of this
Read More
By Cooper Melvin, J.D. In June, we provided a summary of the Green Book proposals, a glimpse into the Biden administration’s tax plan. On Monday, House Committee members made a
Read More
One week ago, President Biden outlined a massive $2 trillion infrastructure proposal to address some of the issues that his administration consider to be the country’s most pressing problems, including
Read More
by Brian Jackson, Abacus IT Solutions, President and COO A growing number of businesses of all types and sizes are still not adequately prepared for many disasters that could affect their
Read More
Client Login
Pay Bill
SuraLink