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Tags archive: retirement plan

Home /Tag: retirement plan
Featured

IRA Planning at Every Age

By  David M. Barral, CPA/PFS, CFP

November 2018 0

Retirement planning may be critical at older ages, but it is just as important at younger ages as well. CPAs have the opportunity to review…

In Focus

Retirement Plans Need an Advisor Acting in a Fiduciary Capacity

By  David Kane

May 2018 0

The Employee Retirement Income Security Act (ERISA) provides general standards of conduct for plan fiduciaries. A breach of fiduciary duty can result in personal liability…

Featured

Plan Governance Protects CFOs and HR Managers from Fiduciary Liability

By  Sheldon M. Geller, JD, CPA

January 2018 0

The role of retirement plan governance has become extremely important as employers face increased scrutiny of the way in which they operate their plans in…

Columns

401(k) Plan Design Trends and Insights

By  Sheldon M. Geller, JD, CPA

March 2016 0

CPAs often seek reliable information about 401(k) plan design, investment options, record keeping, and fees. The “BrightScope/ICI Defined Contribution Plan Profile: A Close Look at…

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Our Latest Content

  • Planning Considerations for Net Unrealized Appreciation September 2026
  • Evaluating the Use of AI in Financial Statement Audits September 2026
  • New York State’s 2026-2027 Budget Bill Overview September 2026
  • Aligning California and EU Climate Disclosure Mandates August 2026
  • Sustainability Accounting—Driving Better Returns Through Better Business August 2026












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