Author
Jan 17, 2019
Blog

Prepare For The New Employee Benefit Plan Audit Standard Now – Not Later

Change is constant ... the same is true for your employee benefit plan audit standards. Read on to learn more.
Author
Oct 25, 2018
Blog

Social Security: Not Just Another Tax

Ever wonder if you or your employees could opt out of paying Social Security based on religious reasons? Read on for answers.
Author
Sep 25, 2018
Blog

How Long Do I Have To Keep This?

Are you tired of collecting paper? Who isn't?! Find out the document retention rules for plan sponsors under ERISA.
Author
Apr 25, 2018
Blog

The Buck Stops With You

Retirement plan sponsors, do you know what considerations to keep in mind before choosing a plan auditor? This article will help.
Author
Oct 20, 2017
Blog

Does This Make Census?

Now is the perfect time to make certain all data is in order for the next upcoming reporting period. Read on to learn more.
Author
Jun 9, 2017
Blog

‘More, More, More’ Is Not Always Better

The AICPA has proposed new auditing standards in the hopes of solving the wide-spread shortcomings associated with employee benefit plan audits. Read on to find out what's on the table.
Author
Feb 23, 2017
Blog

Suitable Suggestions Are No Longer Suitable For Fiduciaries Under New Rule

The Fiduciary Rule is an attempt to require anyone providing investment advice for a retirement account (in exchange for compensation) to act as a fiduciary. Read on to learn more.
 
Apr 15, 2019
Podcast

episode 179 – protect your elders

Elder abuse, it's a topic that isn't easy to discuss but is necessary to talk about. Listen to (or watch) this episode of unsuitable on Rea Radio to hear from Rea's professional in financial abuse, Darlene Finzer, as she discusses the growing elder abuse problem and how CPA's can combat it.
 
Apr 15, 2019
Podcast

episode 179 – transcript

Read the "official transcript" of this episode of unsuitable on Rea Radio to read what Darlene Finzer had to say about the role of CPA's in fighting back against the growing problem of elder abuse.
 
Mar 13, 2017
Podcast

episode 72 – dropping the unsuitable ‘F-Bomb’ – fiduciary

 Darlene Finzer and Paul McEwan, principals and benefit plan experts at Rea & Associates join Dave on this episode of unsuitable on Rea Radio to talk about the “F word” all plan sponsors should be acutely aware of – fiduciary. In recent years, there has been more mainstream attention to the role and requirements … Continued