EMPLOYEE BENEFIT PLANS Meeting Your Fiduciary Responsibility Kimberly A. Reed Principal, CPA 05 November 2017 Offering a 401(k) or 403(b) Plan to your employees is a great benefit to help them save for retirement. However, as fiduciary of the Plan, it is your...
EMPLOYEE BENEFIT PLANS Does Your Plan Have Adequate Bond Coverage? Kimberly A. Reed Principal, CPA 12 June 2017 One of the Employee Retirement Income Security Act (ERISA) requirements is that anyone who handles plan funds and other property must be covered by a...
EMPLOYEE BENEFIT PLANS Do your Annual Retirement Plan Check-Up today! Kimberly A. Reed Principal, CPA 12 June 2017 It is always a good idea to conduct an annual review of your employee benefit plan. The Internal Revenue Service (IRS) has established and provided...
EMPLOYEE BENEFIT PLANS Participant Contributions Kimberly A. Reed Principal, CPA 12 June2017 The Department of Labor (DOL) Employee Benefits Security Administration (EBSA) has committed significant time and resources to safeguarding employee contributions by...
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