Author: Tom Jeffries

Forget what you thought you knew about business debt.

Do you feel your business is stuck and growth isn't an option? If you want to maximize your business potential and maintain success, start looking at your company's life cycle and the challenges it faces.

The starting point to hiring an auditor is the engagement letter, which serves as your contract. The engagement letter describes the audit work to be performed, the timing of the audit and the fees. The letter will also outline your responsibilities as the plan’s administrator as well as those of the auditor. When the audit … Continued

As a retirement plan fiduciary, you have an obligation to consider the fees incurred by the plan. Do you know the true cost of your retirement plan? And do you know if those costs are reasonable? Higher plan fees can make a significant impact on the growth of retirement accounts. Consider this example cited by … Continued