How to Prepare for A Seamless 401(K) Audit

Scenario: 2021 is here, and your organization’s 401(K) Plan…

PPP2 Loan Applications & Recent Interim Final Rules

Please note: This blog is current to the date of its publication,…

More Information on PPP2 & Employee Retention Credits

Please note: This blog is current to the date of its publication,…

Nonprofit Document Retention

A common question asked within all organizations, but especially…

PPP2 & Additional COVID-19 Relief: What it means for you

Please note: This blog is current to the date of its publication,…

The Future of Finance: Digital Transformation

I think we can all agree that 2020 has been anything but typical.…

Higher Education Institutions: Year-End Planning & Composite Score Calculations

As the year draws to a close, it’s time for higher education…

Nonprofits: Year-End 2020 Notices for Your Donors

As we approach the end of 2020, nonprofit donors need to be made…

How to Select a 401(k) Auditor

Consider this scenario: It’s the beginning of the new year,…

How Employers Approach Salaries and Bonuses

With the new year comes potential new hires, and employers across…