Exceeding Expectations. Always. — Business Advisors and CPAs

Small Business

Why Plan Sponsors Should Read Their Service Providers SOC Reports

Many plan sponsors file their service providers’ SOC reports away and only dust them off when an auditor asks for it; however, these reports can help plan sponsors fulfill their fiduciary duty to make informed decisions and act in the best interests of plan participants.
Posted: October 15th, 2019 | Permalink

Is It Time to Reconsider The Decision to Buy or Lease Equipment?

Whether it’s best to use lease financing or purchase equipment outright depends on multiple factors. Learn how new equipment today can potentially have an impact on business value in the future.
Posted: October 10th, 2019 | Permalink

What Plan Sponsors Need to Know About Dol Enforcement and Red Flags

Attracting and retaining millennials, the largest segment of today’s workforce, is a priority for companies in one of the tightest labor markets in history. One way to do this is to re-evaluate the company’s benefits—particularly the retirement plan—so that they better align with millennials’ needs and priorities.
Posted: August 22nd, 2019 | Permalink

Reimagining Business Resilience For The Agile Age

Businesses need to rethink the way they manage risk in order to remain resilient and agile in today's environment.
Posted: August 8th, 2019 | Permalink

Plan Sponsors: Trends to Watch in 2019

Last year brought many challenges to the employee benefits world. As plan sponsors outline their strategies and approaches for the new year, they need to be mindful of how these and other developing trends will affect the employee benefits landscape in 2019.
Posted: February 26th, 2019 | Permalink