IRS Strategic Focus Area: Small Exempt Organizations that Sponsor Retirement Plans
POSTED ON May 10, 2023
As part of its 2023 strategic goals, the IRS plans to review retirement plans of small exempt organizations to determine whether the plan investments are…
Understanding Secure 2.0, and how it Affects Plan Sponsors
POSTED ON May 10, 2023
SECURE 2.0—so-called because it builds on the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019—is legislation designed to…
What Fiduciaries Need to Know about Administering Employee Benefit Plans
POSTED ON May 16, 2022
In this webcast, recorded April 2022 at AAFCPAs’ Nonprofit Educational Seminar, leaders in AAFCPAs’ Employee Benefit Plan Audit & Consulting practice,…
