How Auditors Use Analytical Procedures January 10, 2018 In November 2017, the American Institute of Certified Public Accountants (AICPA) published an updated audit and accounting guide on analytical procedures. The use of audit analytics can help during the ...
COMPLIANCE ALERT January 3, 2018 Upcoming compliance deadlines:
2/15 Quarterly benefit statements due for defined contribution plans with calendar year plans
2/28 Deadline for filing paper 2017 Form 1099 with IRS (electronic filing deadline is March ...
Fiduciary Rule’s Tortured Path to Implementation January 3, 2018 What this means for plan sponsors
Controversy, complicated legal wrangling and legislative maneuvering have been swirling around the Department of Labor’s (DOL’s) “fiduciary rule” governing financial advice given to retirement plan ...
2017 vs. 2018 Retirement Plan Limits January 3, 2018
Type of limitation
Elective deferrals to 401(k), 403(b) and 457(b) plans
Annual benefit for defined benefit plans
Contributions to defined contribution plans
Contributions to SIMPLEs
Contributions to IRAs
Catch-up contributions to 401(k), 403(b) and ...