Insight
Maintaining Your 401(k) Plan Accounting Records
Posted on September 28, 2015The complexity of an employee benefit plan can vary in many ways, depending on the rules of the plan itself and the plans investments, etc. The accuracy of a plan…
The complexity of an employee benefit plan can vary in many ways, depending on the rules of the plan itself and the plans investments, etc. The accuracy of a plan…
…firm is different when it comes to the specific ways it can benefit your company. Summit CPA’s audits are required per federal regulation, so we help keep the company out…
…documents SOC Reports from various providers (Payroll Company, Record-keeper and Custodian) including IT support for all areas. Compliance Items Related to the Plan Current and Prior Year Discrimination Testing Documentation…
…it comes to accepting certain donations. While generous, some donations come with costly maintenance or other fees that cut into the gift’s value. Other gifts possess negative associations or other…
…company culture, the client reached out to a closer competitor. After running the analysis, the client felt comfortable in proceeding. Our team helped with the review of the allocation of…
…additionally provided cleanup of disorganized licenses as well as training on license management to continue cutting down on unnecessary costs. The thoroughness, professionalism, and comfort Anders instilled in every touchpoint…
…surveys administered by Quantum Workplace, which used its own algorithm to measure communication, management structure, benefits, teamwork and several other factors at each local firm. The companies were grouped by…
…day-to-day duties as the business owner, CFO or other high-level role, you are still responsible for ensuring compliance and making decisions that serve the best interests of plan participants. What…
…the outstanding professionals who share the enthusiasm and commitment to the not-for-profit industry. I’m excited to get started! Jeanne Dee The committee sits 15 to 20 members who exhibit a…
…to take time to explore and embrace AI applications. The trio also took a detour from AI to discuss how a “holacracy” management framework empowers everyone at Ed’s company into…
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