Summer is a great time to ensure your 401k plan is performing well by conducting a comprehensive audit. Did you know that 75% of plans recently audited by the U.S. Department of Labor resulted in plan sponsors being fined, penalized or forced to make compliance error reimbursements? Consider a 401k audit as an “annual physical” to determine the state of its financial health. Contact us to learn more.
Trump Accounts: What Families Should Know Before Contributing
By Liz Belcher, CPA, Partner Tax Services Email Liz Key Points Trump Accounts are a new tax-advantaged savings option for eligible