December and January are undoubtedly busy times for businesses with closing out their calendar years, gathering documentation for their accountants, tax preparers, and auditors, and [...]
Halloween is fast approaching, which makes it a good time to take pause and think about how we might protect our company’s house from getting [...]
Our world is changing at a record pace, particularly here in the United States. As a result nonprofit organizations need to plan accordingly, not only [...]
The U.S. Department of Labor (DOL) published its long awaited and highly controversial final rule on April 6, 2016, which addresses when a person is considered a fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA), when providing investment advice to a Plan, its participants and beneficiaries.