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Set up a SIMPLE IRA for your small business before October 1, 2024, to access tax benefits within a retirement plan that attracts employees promotes retention.
Executive ResourceBoards and management should examine how traditional and emerging risks, especially generative AI and other new technology, may affect their operations.
SECURE Act 2.0 makes it easier for employers to sponsor retirement plans for their employees and easier for employees to save more for retirement.
PodcastTwo partners at Weaver’s Assurance Service Department, Kerri Franz, and Aracely Rios, joined Beyond the Numbers to talk about the top five operational errors that occur and how to reduce them.
This episode introduces us to the world of Employee Benefit Plan (EBP) audits with a look at why they’re necessary, what to expect from the audit and how employers can find the right auditor.
Whether this is the first time you’ve gone through the process or the fifteenth, the annual audit of your company’s employee benefit plan can seem overwhelming.
Federal law generally requires employee benefit plans with 100 or more participants to have an audit as part of their obligation to file an annual return/report, the Form 5500.