Explore Our Latest Insights
Discover Expert Perspectives on Employee Benefit Plans
Dive into our curated content that highlights the latest trends and expert analyses in employee benefit plan audits.
Stay informed with insights from industry leaders.
DOL Clarifies Form 5500 COVID-19 Relief Provided for Late Contributions and Loan Repayments
Per the AICPA AICPA Employee Benefit Plans Audit Quality Center, the DOL staff has stated that in accordance with relief provided in EBSA Disaster Relief Notice 2020-01; Guidance and Relief for...
2021 Employee Benefit Plans Update
As a firm which specializes in the audits of employee benefit plans, we continually monitor accounting, regulatory and current events which may impact plans. As a member of the Employee Benefit Plan...
2021 IRS Compliance Program and Priorities for Employee Plans
The Tax Exempt and Government Entities (TE/GE) Fiscal Year 2021 Program Letter PDF lists IRS priorities and how those align with the IRS Strategic Goals. In fiscal year 2021, the IRS will continue...
American Rescue Plan Act of 2021 – Key Benefit Plan Funding Provisions
The American Rescue Plan Act of 2021 (ARPA, HR 1319) is expected to become law. Key benefit plan provisions[i] are highlighted below. Many of these affect funding provisions for defined benefit...
IRS States No Action Needed by Plan Sponsors: Delayed Mailing of Notice CP 216F
The IRS has stated that Plan sponsors do not need to take further action if they are currently receiving Notice CP 216F, Approval of Extension to file Form 5500 Series Return, for calendar year 2019...
EBSA Restores Over $3.1 Billion to Employee Benefit Plans, Participants and Beneficiaries
The DOL has issued its fiscal year (FY) 2020 enforcement fact sheet, highlighting the recovery of over $3.1 billion in direct payments to plans, participants, and beneficiaries. The DOL’s Employee...
Updated Missing Participants Guidance
The U.S. Department of Labor’s Employee Benefits Security Administration recently posted new guidance on Missing Participants including: Missing Participants – Best Practices for Pension Plans;...
Benefit Plan Provisions of the Consolidated Appropriations Act – 2021
The Consolidated Appropriations Act - 2021, was approved by the House and Senate late Dec. 21 but still must be signed by the President to become law. The legislation includes an extension of...
IRS Updates Mortality Improvement Rates and Static Mortality Tables for 2022
In Notice 2020-85, the IRS specifies updated mortality improvement rates and static mortality tables to be used for defined benefit pension plans. These updated mortality improvement rates and...
You can also check out our latest video content!
