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The DOL has finalized changes to LM-2, LM-3 and LM-4 reporting requirements. Learn what labor organizations should consider before implementation.
New pharmacy benefit manager fee transparency requirements may be coming. Learn what plan fiduciaries should do now to prepare and stay compliant.
Strengthen retirement plan committee governance. Revisit top practices that help reduce fiduciary risk and improve oversight and efficiency.
Agentic AI, ERM alignment, ASC 740 tax provision and new ASUs are key themes in Weaver’s Accounting & SEC Update: Q1 2026 webinar summary.
PodcastDiscover when exempt private fund advisers must register with the SEC and explore what steps ensure a smooth, compliant transition.
Explore current insights on accounting standards, SEC scrutiny and SALT exposure for finance leaders to consider.
Explore common pitfalls in management company accounting, from consolidation and revenue recognition to leases and alternatives to a U.S. GAAP audit.
Surprise examinations may offer RIAs a practical path to custody rule compliance. Learn when exams work best, what they involve and steps to get ready.
SEP-IRAs offer S corporations a simple, tax-efficient retirement vehicle. Learn more about the eligibility, salary rules and contribution benefits.
Misaligned controls waste time and create risk. Learn how to rightsize your control environment for clarity, efficiency and impact.
Simplify employee benefit plan audits with preparation strategies that improve compliance and enhance efficiency.
Weaver’s Q2 2025 SEC Update webinar summary covers transfer pricing strategies and financial reporting related to tariffs, as well as upcoming ASUs.
