Author
Mar 18, 2019
Blog

And The Times, They Are A-Changing

New regulations could allow small businesses to band together in an effort to offer associate retirement plans. Read on to discover what you need to know.
Author
Aug 30, 2018
Blog

Are You Taking Your Nondiscrimination ADP Test For Granted?

Similar to preparing a student for a big test, there's only so much you can do to prepare your retirement plan for nondiscrimination ADP compliance testing. Read on to learn more.
Author
Feb 13, 2018
Blog

Plan Sponsors Can Predict The Future

It's time to predict the future ... err ... determine if your retirement plan has an audit requirement.
Author
Aug 24, 2017
Blog

Don’t Just Sign On The Dotted Line

It can be tempting to blindly sign the representation letter from your audit team. After all, it's the only thing standing between you and your completed report. Keep reading to learn why you should proceed with caution.
Author
Apr 19, 2017
Blog

Essential Information May Be Hiding In Plain Sight

Just about the time you are ready to move on to a new task, you discover another strange document in your mailbox. Read on to discover what is it, why are you receiving it and how you can use it.
 
Jan 21, 2019
Podcast

episode 167 – student loan debt elimination – a new employee benefit?

There's disruption happening in the retirement planning industry! Do you know what it is? Listen (or watch) this episode of unsuitable on Rea Radio to learn more about the student loan debt elimination program from expert, Kim Veal.
 
Jan 21, 2019
Podcast

episode 167 – transcript

Read the "official transcript" of this episode of unsuitable on Rea Radio to learn more about the disruption that may change the retirement planning industry.
 
Feb 12, 2018
Podcast

episode 120: is your retirement plan in compliance?

Listen to Kim Veal talk about retirement plan audits and "the magic number" and so much more on this episode of unsuitable on Rea Radio.
 
Jul 10, 2017
Podcast

episode 89: how the department of labor’s new regulations impact everyone

There are big changes coming from the Department of Labor, and the logistics behind these particular changes can be difficult to fully comprehend. Kim Veal, a supervisor on Rea’s benefit plan audit team, joins unsuitable on Rea Radio to explain what the “Big Three” up and coming DOL regulations are and how these new regulations … Continued