Important Changes to Audit Process

There are significant changes to the audit process, which are effective for plan years ending on or after December 15, 2021 (i.e., plan audits performed in 2022).  Statement of Auditing Standards No. 136 (“SAS 136”) now requires plan management (i.e., … Read More

Planning Financial Futures

Do you spend more time planning your annual vacation than you do thinking about your personal finances? If so, you’re not alone. A lot of people put off financial planning or avoid it altogether. Personal financial planning is an ongoing, … Read More

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