Record Retention Policies – How Long Do I Need to Keep these Records?
December 2011
It’s now the end of the year. Are your filing cabinets so full, that you can not file the new agreements for 2011? If you answered yes, then, continue reading for some suggestions and guidelines that should be discussed in detail with your accountant and lawyer. ...
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Why Financial Statement Audit Quality Matters!
November 2010
What's the first thing you should think
about when looking at an audited financial statement for an employee benefit
plan? If you answered audit quality, you are correct. ...
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What Plan Personnel Need to Know.
August 2008
Why should a plan have a trustee expense reimbursement policy? Learn what trustee expenses are acceptable to be reimbursed by the plan. Trustees have a burden to substantiate a reimbursable expense and determine that
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