作者: 达琳Finzer
Article
New 审计 Standard for Employee Benefit Plans Casts Bright Light on Role of Fiduciary
As a new auditing standard becomes effective this year for most employee benefit plans, individuals charged with managing and administering plans should be aware of their responsibilities as plan fiduciaries.
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SAS 114: Essential Information May Be Hiding In Plain Sight
What the heck is a SAS 114 letter and why are you getting one? 继续往下读，找出答案吧.
事件
不要SAS 136我! – How the New 审计ing Standard is Impacting Employee Benefit Plan Sponsors
New audit standards mean new responsibilities for auditors and plan sponsors. With SAS 136 coming into effect for plans that will be audited in 2022, plan sponsors may want to become familiar with the new rules to ensure they are prepared.
2021年4月7日
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Episode 277: How To Plan For Your Permanent Vacation: Retirement
Your ideal retirement isn't gonna plan itself!
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现在 & Later: Don’t Just Plan For Your Next Vacation …
It's not breaking news - people are more likely to prepare for their next vacation before they plan for retirement. 继续往下读，找出答案吧 how to plan for both.
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Benefits Set To Increase In 2021, Says 社会 Security Administration
SSA will provide additional relief to retirees beginning 2021.
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Retirement Is Knocking …
Wherever you’re at on the retirement spectrum there are practices you can put in place now to move you toward your retirement goals.
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What To Know About Layoffs & Partial Plan Terminations
Have you implemented (or plan on implementing) layoffs in your company? Before you do, consider how this decision will impact your retirement plan.
2019年12月9日
播客
Episode 214: Family Legacy Planning Explained
When it comes to planning your legacy, are you savvy or are you selfish?
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Here’s The Scoop On Fiduciary Responsibility
Taking your fiduciary responsibility seriously is a must. Want to find out why? 下面是独家新闻!
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New Retirement Plan Legislation Keeps Up With The Times
Pending SECURE and RESA legislation aims to fix the retirement financial crisis and help workers save more for retirement. 意图d on to learn more.
2019年4月15日
播客
episode 179 – protect your elders
Elder abuse, it's a topic that isn't easy to discuss but is necessary to talk about. Listen to (or watch) this episode of unsuitable on 意图 Radio to hear from 意图's professional in financial abuse, 达琳Finzer, as she discusses the growing elder abuse problem and how 注册会计师's can combat it.
2019年4月15日
播客
episode 179 – transcript
意图d the "official transcript" of this episode of unsuitable on 意图 Radio to read what 达琳Finzer had to say about the role of 注册会计师's in fighting back against the growing problem of elder abuse.
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And The Times, They Are A-Changing
New regulations could allow small businesses to band together in an effort to offer associate retirement plans. 意图d on to discover what you need to know.
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社会 Security: Not Just Another Tax
Ever wonder if you or your employees could opt out of paying 社会 Security based on religious reasons? 意图d on for answers.
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How Long Do I Have To Keep This?
Are you tired of collecting paper? 那些不?! Find out the document retention rules for plan sponsors under ERISA.
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Plan Sponsors Can Predict The Future
It's time to predict the future ... 犯错 ... determine if your retirement plan has an audit requirement.
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Don’t Just Sign On The Dotted Line
It can be tempting to blindly sign the representation letter from your audit team. After all, it's the only thing standing between you and your completed report. Keep reading to learn why you should proceed with caution.
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Department of Labor Finalizes Fiduciary Rule
The DOL released its final regulation to define who is expected to assume fiduciary responsibility of a retirement plan as determined by the Employee Retirement Income Security Act of 1974. 意图d on for tips to help you prepare.
2016年2月9日
播客
episode 19: it starts with a penny
在第19集, “it starts with a penny,达琳·芬泽, 注册会计师, QKA, CSA, a principal and director of benefit plan audit services at 意图 & 比较靠谱的赌博软件 discusses the importance of taking control of your finances. By setting personal financial goals and developing a strategy for reaching those goals, you can prepare your bank account for … 继续