作者: 达琳Finzer
Article
New 审计 Standard for Employee Benefit Plans Casts Bright Light on Role of Fiduciary
As a new auditing standard becomes effective this year for most employee benefit plans, individuals charged with managing and administering plans should be aware of their responsibilities as plan fiduciaries.
事件
不要SAS 136我! – How the New 审计ing Standard is Impacting Employee Benefit Plan Sponsors
New audit standards mean new responsibilities for auditors and plan sponsors. SAS 136将于2022年对计划进行审计, plan sponsors may want to become familiar with the new rules to ensure they are prepared.
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现在 & 稍后:不要只计划你的下一个假期……
It's not breaking news - people are more likely to prepare for their next vacation before they plan for retirement. 继续往下读，看看如何为两者做计划.
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休假和裁员如何影响公司的退休计划
Gain insight on the long-term impact furloughs and layoffs will have on retirement plans.
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关于裁员要知道些什么 & 部分计划终止
你有没有在公司实施(或计划实施)裁员? Before you do, consider how this decision will impact your retirement plan.
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为什么护理在工作场所变得普遍
Join 达琳Finzer as she talks about why caregiving is becoming prevalent in the workplace during a special webinar co-presented by the Tuscora Chapter of SHRM.
事件
冠状病毒后的生活是什么? 了解退休对你的影响
There is a lot of uncertainty these days - especially if you are planning to retire or already have retired. 本次网络研讨会将为您提供您正在寻找的见解.
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新的退休计划立法与时俱进
Pending SECURE and RESA legislation aims to fix the retirement financial crisis and help workers save more for retirement. 继续往下读，了解更多.
2019年4月15日
播客
第179集-保护你的长辈
Elder abuse, it's a topic that isn't easy to discuss but is necessary to talk about. Listen to (or watch) this episode of unsuitable on 意图 Radio to hear from 意图's professional in financial abuse, 达琳Finzer, as she discusses the growing elder abuse problem and how 注册会计师's can combat it.
2019年4月15日
播客
第179集-文字记录
意图d the "official transcript" of this episode of unsuitable on 意图 Radio to read what 达琳Finzer had to say about the role of 注册会计师's in fighting back against the growing problem of elder abuse.
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Prepare For The New Employee Benefit Plan 审计 Standard 现在 – Not Later
变化是不变的 ... 对于您的员工福利计划审计标准也是如此. 继续往下读，了解更多.
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社会保障:不仅仅是另一种税
Ever wonder if you or your employees could opt out of paying 社会 Security based on religious reasons? 请继续阅读以获取答案.
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你是否认为非歧视ADP测试是理所当然的?
类似于为学生准备一场大考, there's only so much you can do to prepare your retirement plan for nondiscrimination ADP compliance testing. 继续往下读，了解更多.
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不要只是在虚线上签字
It can be tempting to blindly sign the representation letter from your audit team. After all, it's the only thing standing between you and your completed report. 继续阅读，了解为什么你应该谨慎行事.
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“更多，更多，更多”并不总是更好
The AI注册会计师 has proposed new auditing standards in the hopes of solving the wide-spread shortcomings associated with employee benefit plan audits. 继续往下读，你就会知道桌上摆着什么.
2017年3月13日
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第72集-说出不合适的F-Bomb - fiducary
达琳Finzer and Paul McEwan, principals and benefit plan experts at 意图 & 比较靠谱的赌博软件 join Dave on this episode of unsuitable on 意图 Radio to talk about the “F word” all plan sponsors should be acutely aware of – fiduciary. In recent years, there has been more mainstream attention to the role and requirements of … 继续
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Suitable Suggestions Are No Longer Suitable For Fiduciaries Under New Rule
The Fiduciary Rule is an attempt to require anyone providing investment advice for a retirement account (in exchange for compensation) to act as a fiduciary. 继续往下读，了解更多.
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“重大变化”撼动了计划发起人的申报要求
Have you taken advantage of your chance to review advance copies of the 2016 Form 5500 to find out how the DOL's proposed changes will impact your business?
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5500表格申请的变化
The DOL’s focus has been primarily on retirement plans, but that’s changing. 焦点正在转向健康和福利计划. Businesses that offer these plans should pay special attention to compliance.
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释放计划参与者的储蓄潜力
当养老金是标准的时候, workers could count on receiving payouts based on a formula that took their salary and the number of years they worked into consideration to determine their monthly income in retirement. 这不是今天的运作方式.
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你的计划参与者的资料有多安全?
Retirement plan fiduciaries are held to a higher standard when it comes to protecting participant and beneficiary personal identifiable information. Find out how you can protect cybercriminals from breaching this sensitive data.
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劳工部最终确定受托规则
The DOL released its final regulation to define who is expected to assume fiduciary responsibility of a retirement plan as determined by the Employee Retirement Income Security Act of 1974. 阅读下面的建议来帮助你做好准备.
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退休计划发起人:你知道你在为什么买单吗?
如果你不知道计划服务的实际成本, 你怎么知道计划支付的价格是否合理? 你付的是几美元的便利费还是更多? In order to meet your fiduciary responsibility as a retirement plan sponsor, 找出真相是你的责任. 继续往下读，了解更多.
2016年2月9日
播客
第19集:从一分钱开始
在第19集, “一切都从一分钱开始,达琳·芬泽, 注册会计师, QKA, CSA, 他是意图公司福利计划审计服务的负责人和主管 & 同事们讨论了控制自己财务状况的重要性. By setting personal financial goals and developing a strategy for reaching those goals, 你可以为……准备你的银行账户。 继续
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不良的福利计划审计损害了良好的企业
Protect your company from noncompliance issues that may result from choosing the wrong team to conduct your employee benefit plan audit. 往下读，你就会知道怎么做了.