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Preparing for Plan Termination or Merger? Don’t Overlook Audit & Compliance

Preparing for Plan Termination or Merger? Don’t Overlook Audit & Compliance

By Ashley Leonard, CPA June 18, 2026

SECURE 2.0 Implementation Year 2: What Plan Sponsors Need to Know in 2026

SECURE 2.0 Implementation Year 2: What Plan Sponsors Need to Know in 2026

By Jessica Ashley, CPA, MBA May 21, 2026

Working with a Third-Party Administrator? Why You Still Need an Independent EBP Audit

Working with a Third-Party Administrator? Why You Still Need an Independent EBP Audit

By Ashley Leonard, CPA March 31, 2026

Employee Benefit Plan Audit Scope Changes: Avoiding Extra Costs and Delays

Employee Benefit Plan Audit Scope Changes: Avoiding Extra Costs and Delays

By Tyler Gay, CPA, MBA March 09, 2026

Top 6 EBP Issues That Trigger DOL or IRS Investigations

Top 6 EBP Issues That Trigger DOL or IRS Investigations

By Ashley Leonard, CPA March 02, 2026

RI Savers Retirement Savings Plan vs. 401(k): What Rhode Island Businesses Should Consider

RI Savers Retirement Savings Plan vs. 401(k): What Rhode Island Businesses Should Consider

By Jessica Ashley, CPA, MBA December 23, 2025