Ever wonder if you or your employees could opt out of paying Social Security based on religious reasons? Read on for answers.
Author: Darlene Finzer
Are you tired of collecting paper? Who isn’t?! Find out the document retention rules for plan sponsors under ERISA.
Retirement plan sponsors, do you know what considerations to keep in mind before choosing a plan sponsor? This article will help.
Now is the perfect time to make certain all data is in order for the next upcoming reporting period. Read on to learn more.
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.
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
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.
Have you taken advantage of your chance to review advance copies of the 2016 Form 5500 to find out how the DOL’s proposed changes will impact your business?
The DOL’s focus has been primarily on retirement plans, but that’s changing. Focus is shifting to health and welfare plans. Businesses that offer these plans should pay special attention to compliance.
Back when pensions were standard, workers could count on receiving payouts based on a formula that took their salary and the number of years they worked into consideration to determine their monthly income in retirement. That’s not how it works today.