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Wende Wadsworth, Audit Shareholder

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How to Build and Run an Effective Governance Committee

Posted by Wende Wadsworth, Audit Shareholder on Jun 17, 2020 6:58:20 PM

As an employee benefit plan sponsor, you could face harsh consequences for failing to satisfy ERISA requirements as they relate plan fiduciaries. One of the best ways to defend against these liabilities is to form an effective employee benefit plan governance committee.

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Topics: Audit & Assurance, Employee Benefit Plans

Employee Benefit Plan Audits- Do You Need One... and How Can You Prepare?

Posted by Wende Wadsworth, Audit Shareholder on Jun 17, 2020 6:31:53 PM

They are two of the most common questions that many businesses sponsoring an employee retirement plan ask: Do we need to have an annual audit performed on our plan? And if so, how can we best prepare for the audit?

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Topics: Audit & Assurance, News, Employee Benefit Plans

Plan Sponsors: Answers to Your 5 Most Frequently Asked Questions About How COVID-19 is Affecting Retirement Plans

Posted by Wende Wadsworth, Audit Shareholder on May 5, 2020 5:08:06 PM
Many plan sponsors have questions about how the COVID-19 pandemic will affect their retirement plans, from changing or suspending employer contributions, to laying off or furloughing employees. Here are some common questions and answers to help employers navigate current challenges:
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Topics: Audit & Assurance

Final Hardship Distributions Issued

Posted by Wende Wadsworth, Audit Shareholder on Feb 4, 2020 7:33:57 PM

In September, the IRS and the Treasury Department issued final regulations that make a number of significant changes to the rules that apply to hardship distributions from 401(k) and 403(b) retirement plans. These regulations respond to public comments that were made regarding earlier proposed regulations.

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Topics: Audit & Assurance, Employee Benefit Plans

Employee Benefits Trends: Why Now is a Good Time to Re-evaluate Plan Design

Posted by Wende Wadsworth, Audit Shareholder on Sep 2, 2019 9:24:58 PM

When is the last time you and your governance group took a fresh look at your employee benefit plan? If it was more than a year ago—or worse, if you can’t really remember—then now is a good time to re-evaluate your plan design in light of changes in your employee base and broad shifts in workforce dynamics.

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