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.
 
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