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2009 Audited Employee Benefit Plan Financial Statements are Public Info!
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
2009 Developments on Delinquent Participant Deposits
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
2012 IRS Limits
by Sheri Wronko, CPA, Manager
WS+B Employee Benefit Plan Services Group, New Brunswick
2013 IRS Limits
by Sheri Wronko, CPA, Manager
WS+B Employee Benefit Plan Services Group, New Brunswick
401(k) Eligibility Vs. 403(b) Universal Availability
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
401(k) Plan Financial Statement Oversight: Start with the Low Hanging Fruit
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
Audit Deferral Option
by Diane McNulty, CPA, Senior Manager
WS+B Employee Benefit Plan Services Group, Red Bank
Accounting for Investment Contracts: Allocated versus Unallocated Funding Arrangements
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
The Benefits of Cash Balance Plans
by Joe Klinke, CPA, Senior Manager
WS+B Employee Benefit Plan Services Group
Core Fiduciary Responsibilities Under ERISA Section 404(a)
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
Correcting Plan Eligibility Errors with QNECs
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
Document Fiduciary Responsibility
by Jessica Offer, CPA, WS+B Employee Benefit Plan Services Group
DOL News: Effective Date of 408(b)2 Deferred until January 1, 2012
by David R. Dacey, CPA, Partner,
Practice Leader, Employee Benefit Plan Services Group
Fidelity Bond Requirements
by Jessica Offer, CPA, WS+B Employee Benefit Plan Services Group
Form 8955-SSA released by the IRS
by Michael Yarrow, CPA, Senior Manager, WS+B Employee Benefit Plan Services Group, Princeton
Guidance on Reporting Loans to Participants by Defined Contribution Plans
by Mike Kulick, CPA, Manager, WS+B Employee Benefit Plan Services Group
How Should Plan Expenses Be Allocated To Participants?
by Donna Nevolo, CPA, Manager
WS+B Employee Benefit Plan Services Group Leadership Committee
Hurricane and Disaster Filing Deadline Relief for Form 5500
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
IRS Q&A on Participant Loans
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
Is Your 401(k) Plan Missing Required Amendments?
by Lisa Galinsky, CPA, CVA, Senior Manager
WS+B Employee Benefit Plan Services Group
Know your Plan's Definition of Compensation
by Jessica Offer, CPA, WS+B Employee Benefit Plan Services Group
Lack of Audit Requirement doe not Translate to an Exemption from ERISA
by Jessica Offer, CPA, WS+B Employee Benefit Plan Services Group
Leveraged ESOPs
by Virginia Piccolo, CPA, RMA, Partner, WS+B Employee Benefit Plan Services Group
Monitoring Expense Incurred By an Employee Benefit Plan
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
November 29, 2010 Proposed Amendment-Enhanced Disclosure Regarding Targeted Date Funds
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
Participants' Request for Plan Documents
by Josh Titus, CPA, WS+B Employee Benefit Plan Services Group
PBGC Insurance Quick Facts
by Sheri Wronko, CPA, Manager
WS+B Employee Benefit Plan Services Group
Plan Compliance & IRS Relief Related to Natural Disasters
By Wendy Terry, CPA, CGMA, Partner-in-Charge, Orlando, FL
Plan Forfeitures
by Josh Titus, CPA, WS+B Employee Benefit Plan Services Group
Plan Sponsor Financial Disclosures For An ESOP
by Virginia Piccolo, CPA, RMA, Partner, WS+B Employee Benefit Plan Services Group
Preparing For The Perfect Storm: 401(k) Fee Disclosures
By Bernie Leone, CPA.CITP, Partner, Practice Leader, WS+B Business Advisory Services Group & Dave Dacey, CPA, Partner Practice Leader, WS+B Employee Benefit & Pension Plans Group
Principles of Documenting Fiduciary Responsibility!
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
Protective Relief Under Section 404(c)
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
Quarterly Fee Disclosure Rules Effective for 2012!
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
Reminder Regarding DOL Fee Disclosure Deadlines Beginning July 1, 2012
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
Retirement Plans Aren't Free
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
Smaller Health and Welfare Plan 5500 Filing Requirements
by Diane McNulty, CPA, Senior Manager, WS+B Employee Benefit Plan Services Group,
SSAE NO. 16, “Reporting on Controls at a Service Organization”
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
Supplemental Schedules for Reportable Transactions
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
Supplemental Schedule of Assets Acquired and Disposed of Within a Year
by David R. Dacey, CPA, Partner, Practice Leader,WS+B Employee Benefit Plan Services Group and Sheri Wronko, CPA, Manager, WS+B Employee Benefit Plan Services Group
Timely Deposit Safe Harbor for Small Plans
by Josh Titus, CPA, WS+B Employee Benefit Plan Services Group
Utilizing Plan Forfeitures
by Sheri Wronko, CPA, Manager
WS+B Employee Benefit Plan Services Group
Understanding the Role of an ERISA Audit!
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
User Control Consideration for Service Organization Control Reports
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
What are Prohibited Transactions under ERISA?
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
What is a 90-24 Transfer?
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
What is a "Blackout Period"?
by Jessica Offer, CPA, WS+B Employee Benefit Plan Services Group
What is an ESOP?
by Virginia Piccolo, CPA, RMA, Partner, WS+B Employee Benefit Plan Services Group
What is a Fiduciary?
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
What is a Partial Termination?
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
What is an Eligible Automatic Contribution Arrangement?
by Donna Nevolo, CPA, Manager
WS+B Employee Benefit Plan Services Group Leadership Committee
What is the Plan Sponsor's Fiduciary Responsibility when a Service is Contracted to a Third Party Provider
by Jessica Offer, CPA, WS+B Employee Benefit Plan Services Group
What is the Self-Correction Program?
by Donna Nevolo, CPA, Manager
WS+B Employee Benefit Plan Services Group Leadership Committee
When is a Retirement Plan Audit Required?
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group
Which Plan Expenses can be Paid Out of the Plan Assets?
by Donna Nevolo, CPA, Manager
WS+B Employee Benefit Plan Services Group Leadership Committee
Why is 5500 Filing Timeliness an Issue?
by David R. Dacey, CPA, Partner
Practice Leader, Employee Benefit Plan Services Group