Most business owners and leadership teams are sitting on a mountain of data. The surprising part is not that the data exists. It is that it often goes unused until the month ends, the quarter closes, or an audit forces everyone to pull reports. No matter your organization’s size, your systems already contain the data needed to answer critical questions… Read more

For many retirement plan committees, the annual ERISA audit can feel like a compliance item to cross off the list. But if your plan requires an audit, selecting the audit firm isn’t just administrative—it’s a fiduciary decision you’re accountable for. In this post, we’ll outline what a qualified employee benefit plan (EBP) auditor should help you achieve, what to look.. Read more