Best Practices in Preparing for an ERISA Audit
Successfully navigate an employee benefit plan audit Once employee benefit plans reach a certain size, an audit is required. An audit can feel overwhelming, and an ERISA audit can feel…
Successfully navigate an employee benefit plan audit Once employee benefit plans reach a certain size, an audit is required. An audit can feel overwhelming, and an ERISA audit can feel…
…of Employee Benefit Plans Subject to ERISA (SAS 136 or ERISA SAS). The new standard will have a significant effect on the content of the auditor’s reports that accompany the…
…(ERISA), as is a fidelity bond, every fiduciary of an ERISA plan should seriously consider obtaining coverage. The coverages provided in a policy can differ significantly. The plan itself can…
…investment advice fiduciary definition under the Employee Retirement Income Security Act of 1974 (ERISA). The DOL also updated the list of prohibited transaction exemptions for types of investments activities broker…
By Brett Sinsabaugh, Business Assurance & Advisory Services Senior Manager | ERISA Team Employee benefit plan audits continue to be a major focus area in regard to audit quality for…
…to these changes or any other questions regarding plan qualification, please contact any member of the Keiter team of employee benefit plan specialists or Email | 804.747.0000. Additional Resources: ERISA…
…the Firm’s construction industry clients while also specializing in employee benefit audit plans. He is an active member of Keiter’s Construction industry team and ERISA team. Brett is a frequent…
…member of Keiter’s Emerging Growth and Technology, Healthcare, and Retail, Manufacturing, and Distribution industry teams. She also performs employee benefit plan audits and is a member of the Firm’s ERISA…
IRS announces dollar limitations on pension plans and other retirement-related items The Internal Revenue Service (IRS) announced cost of living adjustments to contribution limits for individual pension plans and other…
By Colin Hannifin, CPA, Business Assurance & Advisory Services Senior Manager | ERISA Team Major Changes to Retirement Plans Due to Coronavirus (COVID-19) Pandemic In March, the outbreak of COVID-19…
…III, CPA, Partner Employee Benefits Courtney S. Barrack, CPA, Audit Manager and ERISA Team Leader Personal Financial Planning Carl A. Loden, CPA, PFS, Partner Government/Nonprofit John E. Kent, Jr., CPA,…
SECURE 2.0 Act rule change increases benefit plan cashout limit The SECURE 2.0 Act of 2022 (The Act) adds a multitude of changes with varied effective dates for plan administrators….