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Insights & Resources

Start exploring insights from across the industries we serve, featuring the latest industry trends, compliance alerts, tax and accounting news and much more.

H.R. 7362 could simplify Form 5500 filing requirements through standardized deadlines, electronic signatures and aligned compliance timelines.
The AFL-CIO is challenging the Department of Labor’s Final Rule, raising timing and compliance considerations. Learn what it may mean.
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.
Discover 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.
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