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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.
PodcastLook back on 2020 with Weaver's Rob Nowak and Howard Altshuler and discuss how the pandemic has changed ecommerce, building design, and the hotel industry on this episode of Weaver: Beyond the Numbers, Real Estate edition.
An easy way for advisors to save their clients money is rare, but they do come along now and again. In this episode of Weaver’s Beyond the Numbers, Marcie Finnigan, partner with Weaver’s Private Client Services, discusses family office insights with Ryan Harris, partner at Kirkland & Ellis LLP.