A retirement plan auditing expert provides a primer for recording minutes accurately and with maximum value for retirement plan committee meetings this year. The Form 5500 filing deadlines are in the ...

To companies' retirement plan meetings, that is. According to an annual survey by defined-contribution plan consulting firm Callan, there has been a sharp rise in the presence of legal counsel at DC ...

In this article, we'll delve into the art of crafting an excellent strategic planning meeting. I'll share insights on turning mundane sessions into dynamic forums, where ideas flourish and goals align ...

To be successful today, CPA personal financial planners must be prepared for many challenges. Increased longevity and rising health care costs have made the creation of strong retirement plans both ...

Some of us are ready to visualize the plans for a new season, while others on the team might dread those annual meetings and conversations. As the leader, you can make these sessions productive and ...