Stay ahead of the curve with our newly released 2026 Benefit Plan Limits and Thresholds Guide. The guide is your go-to resource for understanding the latest IRS updates and compliance benchmarks.
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A decade after being recognized as a Buffalo Business First 30 Under 30 honoree, Christine’s selection highlights the continued growth of her influence as a leader, advisor and advocate for the Western New York community. Professional Experience and Industry Focus As a principal with more than 15 years of public accounting experience, Christine provides audit…
As retirement plans continue implementing the wide-ranging provisions of SECURE Act 2.0, 2026 represents an important compliance milestone for plan sponsors. Most calendar-year retirement plans must formally adopt their SECURE Act 2.0 plan amendments by December 31, 2026, even though many provisions have already become operationally effective. As a result, auditors are increasingly focused on…
Even in well-run multiemployer plans (“Plans”), oversight gaps can quietly grow over time. In many cases, these gaps are not the result of negligent or disengaged Boards. Rather, they emerge when too much reliance is placed on existing systems, familiarity and routine reduce visibility into how processes actually operate, or technical complexity discourages questions and…
