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Top 6 EBP Issues That Trigger DOL or IRS Investigations

Top 6 EBP Issues That Trigger DOL or IRS Investigations

By Ashley Leonard, CPA March 02, 2026

RI Savers Retirement Savings Plan vs. 401(k): What Rhode Island Businesses Should Consider

RI Savers Retirement Savings Plan vs. 401(k): What Rhode Island Businesses Should Consider

By Jessica Ashley, CPA, MBA December 23, 2025

Are You Ready for the New Roth Catch-Up Rule? Here’s What Plan Sponsors Need to Know

Are You Ready for the New Roth Catch-Up Rule? Here’s What Plan Sponsors Need to Know

By Tyler Gay, CPA, MBA December 03, 2025

Missed the October 15th Form 5500 Deadline? Here's What Plan Sponsors Should Do Next

Missed the October 15th Form 5500 Deadline? Here's What Plan Sponsors Should Do Next

By Ashley Leonard, CPA November 25, 2025

Year-End Employee Benefit Plan Tasks to Ensure Compliance and Audit Readiness

Year-End Employee Benefit Plan Tasks to Ensure Compliance and Audit Readiness

By Ashley Leonard, CPA October 30, 2025

Plan Sponsors Take Note: Alternative Investments Are Now on the Table for 401(k)s

Plan Sponsors Take Note: Alternative Investments Are Now on the Table for 401(k)s

By Jessica Ashley, CPA, MBA September 15, 2025