Recent ERISA Articles

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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
Understanding Hardship Distributions
Lisa Galinsky, CPA, CVA, Senior Manager & Donna Nevolo, CPA, Manager
Plan Fiduciaries: Don't Crash and Burn with your TDF Glidepath
David Dacey, CPA, Partner; Practice Leader, WS+B Employee Benefit Plan Services Group Leadership Committee and Douglas Lyons, CFP, CFA, Trident Wealth Advisors
Evolution of the EBP Audit
Joesph S. Klinke, CPA, Senior Manager, Princeton Office
WS+B Employee Benefit Plan Services Group Leadership Committee
ERISA Bonding Requirement
By Virginia Piccolo, CPA, Partner, Red Bank Office
WS+B Employee Benefit Plan Services Group Leadership Committee
To Audit or Not to Audit: Factors Determining the Need for a 403(b) Plan Audit
Lisa Galinsky, CPA, Manager, WS+B Employee Benefit Plan Services Group
Fiduciary Duty and Timeliness of 401(k) Participant Deposits
by David R. Dacey, CPA, Partner,
Practice Leader, WS+B Employee Benefit Plan Services Group
Partial Termination of a Defined Contribution Plan
by David R. Dacey, CPA, Partner,
Practice Leader, WS+B Employee Benefit Plan Services Group
Know Your Fiduciary Responsibilities
by Laura Whitman, CPA, Manager
WS+B Employee Benefit Plan Services Group
Basic ERISA Plan Compliance/Nondiscrimination Tests - Are you Prepared?
by Don Straube, CPA, Senior Accountant
WS+B Employee Benefit Plan Services Group