Author: Darlene Finzer
Jan 17, 2019
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.
Feb 23, 2017
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
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.
Mar 13, 2017
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