Our People
Brad R. Stumpe
Professional Profile Brad is a partner in the firm’s audit and assurance practice and leads the team on…
Professional Profile Brad is a partner in the firm’s audit and assurance practice and leads the team on…
There are many different investment options available to a Plan Sponsor when initiating a new or administering an existing 401(k) plan. If you decide to work with an insurance company…
…create more competition for these software companies and have an influence on their pricing model. If the program proves to be successful and attracts more users to the new filing…
…plan administrators review these changes to ensure their plan will be ready for upcoming changes ahead of schedule. 401(k) Contribution Catch Up for Highly Compensated Employees This new portion of…
Four changes may impact your 401(k) plan’s 2023 audit. As the plan administrator or sponsor, it’s imperative to take this time to consult with your 401(k) plan auditor to determine…
…out of pocket costs are typically higher with this type of plan. HDHP: High Deductible Health Plan In this plan participants do not pay co-pays, but instead pay a discounted…
…available retirement plan contributions allowed in one individual 401(k) plan. What are the Tax Implications of a Solo 401(k) Plan? Unlike SEP plans, contributions made by the employee have the…
…how you can use the funds and benefits of the plan. Who can contribute to a 529 plan? Almost anyone can open a 529 plan account. Parents and grandparents can…
If you are the Plan Sponsor of a 401(k) plan, you may receive questions from your employees concerning rollovers into your company 401(k). What are rollovers? Are they allowed? Are…
…Act, for plan years beginning on or before December 31, 2021, a health plan will not fail to be treated as a high deductible health plan by reason of failing…
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