December 15, 2017 How to Conduct a Year-End Risk Assessment SWOT analysis isn’t just for auditors—it's also a powerful management tool. Recognizing your strengths, weaknesses, opportunities and threats is critical. Read More
December 13, 2017 How Nonprofits Successfully Execute a Capital Campaign Capital campaigns generally are long, grueling projects. One key to making your nonprofit successful is to choose your leader and … Read More
December 7, 2017 5 Strategies for Struggling Nonprofits Shore up your struggling nonprofit, review your programs, investments and restricted endowments for possible sources of operating cash. Here’s how. Read More
December 6, 2017 Plan-Level Rate of Return—Useful or Useless? Many people use plan-level rates of return to determine the quality of an investment lineup. However, several variables impact plan-level … Read More
November 30, 2017 Improving Automatic Enrollment The majority of plan sponsors recognize that automatic enrollment has been effective in improving plan success and simplifying internal plan … Read More
November 28, 2017 Do You Send Participant Notices via Email? Should you? A comprehensive guidance—and safe for plan fiduciaries—is the safe harbor for electronic delivery of participant notices provided in DOL regulations. Read More
October 21, 2015 Your Company’s Retirement Plan Design Plan design auto features—automatic enrollment, automatic escalation, and even safe harbor match, to name a few—have been hot topics. Read More
December 28, 2012 Consider an ESOP When Succession Planning Ensure business continuity while reaping tax benefits and motivating loyal employees — an Employee Stock Ownership Plan, or ESOP. Read More
September 28, 2012 Mergers & Acquisitions: The Lessons Learned Mergers and acquisitions are an important option for company growth during economic slowdowns when your overall market may be stagnant. … Read More
