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• Moving from SSAE 16 to SSAE 18 – Part 1

  Learn more about the major changes and new requirements for users relative to monitoring service organization controls inherent in SSAE 18 as its effective date of May 1, 2017 draws closer.

• More Workers Switching Industries while Job-Hunting

  Swapping industries when on the job hunt is becoming more commonplace in this day and age. Recruiters are paying more attention to potential hires’ “transferable skills”.

• Moving from SSAE 16 to SSAE 18 – Part 2

  As the effective date of SSAE 18 draws closer, we discuss the remaining major provisions relative to monitoring service organization controls.

• Why the “Robo-Advisor” Might not be the Best Investment Guide

  Can a machine give good investment advice? Some investors think so—learn what is luring some investors to enlist the help of a robo-advisor—and why this may not be the best decision.

• 6 Late-Stage Retirement Catch-up Tips

  Worried about finances in retirement? Studies have shown many Americans are not prioritizing retirement; learn how you can maximize savings for your golden years.

• U.S. Manufacturing Could See Rising Profit in 2017

  Though the skilled labor shortage and increased technology costs continue to be challenges for manufacturers, the outlook is generally positive for the industry in 2017.

• HUD Update: Priorities, Changes and Compliance Issues

  Learn more about the latest priorities, changes and compliance issues impacting low income housing owners and agents.

• Choosing a Financial Advisor: Suitability vs. Fiduciary Standards

  When choosing a financial advisor for your investment needs, ask yourself, “What are the drivers behind the advice I’ve been given?” If it’s the advisor’s financial benefit, be cautious.

• Job-hopping Reaches New High...What does this mean for Business?

  More Americans have been leaving one job for another as of late...but it’s not as bad a situation as you might think.....

• Do your Employees Self-Certify Hardship Distributions? Beware of the IRS.

  If your employees self-certify their hardship distributions, your business could be in trouble with the IRS. Know your record keeping requirements!