An overview of plan documents and SPDs for employers
June 16, 2025
Employers: If your organization sponsors an employee benefit plan subject to ERISA, be sure to mind all the details. Just one example is properly creating and administering a plan document and summary plan description.
How to turn F&A turnover into a business opportunity
June 12, 2025
When your CFO or controller leaves the business, it’s your cue to respond with a sharper strategy, better tech, streamlined processes and fresh insights. Don’t fear turnover in your finance and accounting team, learn how to leverage it!
What happens to qualified transportation plan balances when employees leave?
June 10, 2025
Does your organization sponsor a qualified transportation plan? (Or are you considering one?) If so, be sure to fully understand the rules affecting account balances of employees who leave their jobs.
Planning a summer business trip? Turn travel into tax deductions
June 3, 2025
Turn business trips into tax breaks! Here are the rules for deducting travel without hitting turbulence with the IRS.
Risky business: How auditors help combat corporate fraud
June 2, 2025
Fraud risks rise in tough times. Learn how auditors help spot red flags, assess controls and deter misconduct before it threatens your bottom line.
Employers must stay on top of 401(k) eligibility rules
May 30, 2025
Employers that sponsor a 401(k) must follow many rules. One key example is the legal requirements for determining employees’ eligibility to participate in the plan. Here’s a review.
