6 Questions to Ask Before You Pay Off a Mortgage

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Planning for retirement means ‘pay off the mortgage’ for…

4 Ways Increase Your Net Worth

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Before summer gets away and you begin the fall rush, take some…

SST CPA Presents 6 Tips for a No-Hassle 401(k) Audit

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  On Friday, April 3rd Dalton Cox, CPA, Employee Benefit…

No rush! More time for 401(k) and 403(b) disclosures

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Last year, plan sponsors had to provide annual investment disclosures…

'Heads Up' for Fiduciaries

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BenefitsPro.com has an excellent article that will be helpful…

De-Risking Your Plan

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De-Risking was on the agenda of the recent ERISA Advisory Council…

6 Steps to a Better Audit

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With spring, comes the annual Form 5500. To reduce audit costs…

5 401(k) Details That Can Kick You Out of Compliance

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As an auditor, it’s my job to look at every aspect of a 401(k)…

What to include in a Record Retention Policy – Part 2 of 2

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You have two types of records to retain – plan records and…

Why Retirement Plans Need Record Retention Policies - Part 1 of 2

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Here’s a scenario: Jane applies for Social Security benefits…