作者: 达琳Finzer
博客
SAS 114: Essential Information May Be Hiding In Plain Sight
What the heck is a SAS 114 letter and why are you getting one? 意图d on to find out.
事件
Don’t SAS 136 Me! -新审计准则对员工福利计划发起人的影响
新的审计准则意味着审核员和计划发起人的新责任. With SAS 136 coming into effect for plans that will be audited in 2022, 计划发起人可能希望熟悉新规定，以确保他们做好准备.
2021年4月7日
播客
Episode 277: How To Plan For Your Permanent Vacation: Retirement
Your ideal retirement isn't gonna plan itself!
博客
现在 & Later: Don’t Just Plan For Your Next Vacation …
这不是什么突发新闻——人们更有可能在计划退休前为下一个假期做准备. 意图d on to find out how to plan for both.
博客
社会 Security Questions Answered
Wondering if you are maximizing your 社会 Security benefits? Worried that you won't get what you need during retirement? We're answering your real questions.
事件
社会 Security V. Medicare: Addressing Your Most Asked Questions
Will 社会 Security still be around when you retire? Are there ways to maximize your benefits? Is there a difference in Medicare options? Get answers to these questions and more.
博客
Benefits Set To Increase In 2021, Says 社会 Security Administration
SSA will provide additional relief to retirees beginning 2021.
博客
What To Know About Layoffs & Partial Plan Terminations
Have you implemented (or plan on implementing) layoffs in your company? 在你这样做之前，考虑一下这个决定将如何影响你的退休计划.
事件
Why Caregiving Is Becoming Prevalent In The Workplace
在由美国人力资源管理协会Tuscora分会联合举办的特别网络研讨会上，达琳Finzer讲述了为什么护理在工作场所变得越来越普遍.
事件
What Is Life After Coronavirus? Understanding The Impact During Your Retirement
现在有很多不确定因素——尤其是如果你正计划退休或已经退休的话. This webinar will provide you with the insight you're looking for.
博客
Here’s The Scoop On Fiduciary Responsibility
Taking your fiduciary responsibility seriously is a must. Want to find out why? Here‘s the scoop!
博客
New Retirement Plan Legislation Keeps Up With The Times
即将出台的SECURE和RESA立法旨在解决退休金融危机，并帮助工人为退休储蓄更多. 意图d on to learn more.
2019年4月15日
播客
episode 179 – protect your elders
虐待老人，这是一个不容易讨论但有必要谈论的话题. 请收听(或观看)这一集《安全的赌博软件》，听听雷在金融滥用方面的专业人士是怎么说的, 达琳Finzer, 她讨论了日益严重的虐待老人问题以及注册会计师如何应对这一问题.
2019年4月15日
博客
And The Times, They Are A-Changing
新的法规可能允许小企业联合起来，努力提供联合退休计划. 意图d on to discover what you need to know.
博客
为新的员工福利计划审计准则做好准备
Change is constant ... the same is true for your employee benefit plan audit standards. 意图d on to learn more.
博客
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.
博客
Are You Taking Your Nondiscrimination ADP Test For Granted?
Similar to preparing a student for a big test, 你能做的只有这么多来准备你的退休计划，以进行无歧视的ADP合规测试. 意图d on to learn more.
博客
Plan Sponsors Can Predict The Future
It's time to predict the future ... 犯错 ... determine if your retirement plan has an audit requirement.
博客
Don’t Just Sign On The Dotted Line
盲目地签署审计团队的代理函可能很诱人. 毕竟，这是你完成报告的唯一障碍. Keep reading to learn why you should proceed with caution.
博客
‘More, More, More’ Is Not Always Better
美国注册会计师协会(AI注册会计师)提出了新的审计准则，希望解决与员工福利计划审计相关的普遍缺陷. 意图d on to find out what's on the table.
2017年3月13日
播客
episode 72 – dropping the unsuitable ‘F-Bomb’ – fiduciary
达琳Finzer和Paul McEwan是意图的校长和福利计划专家 & 同事们和戴夫一起在雷亚电台的不合适节目中谈论所有计划发起人都应该敏锐地意识到的“F字”——受托人. 近年来，人们越来越关注……的作用和要求。 继续
博客
‘Noteworthy Changes’ Shake Up Filing Requirements Among Plan Sponsors
您是否利用您的机会审阅了2016年5500表的预印本，以了解美国劳工部提出的变更将如何影响您的业务?
博客
Ch-ch-ch-ch Changes On The Way For Form 5500 Filings
劳工部的重点主要放在退休计划上，但这种情况正在改变. Focus is shifting to health and welfare plans. 提供这些计划的企业应特别注意合规性.
博客
Unlock The Savings Potential Of Your Plan’s Participants
Back when pensions were standard, 工人们可以指望根据一个公式获得补贴，该公式将他们的工资和工作年数考虑在内，以确定他们退休后的月收入. That's not how it works today.
博客
Department of Labor Finalizes Fiduciary Rule
美国劳工部发布了其最终规定，以确定谁将承担1974年《比较靠谱的赌博软件》确定的退休计划的受托责任. 意图d on for tips to help you prepare.
博客
Retirement Plan Sponsors: Do You Know What You’re Paying For?
If you don’t know the actual cost of plan services, how can you know if the price the plan is paying is reasonable? Are you paying a few dollars in convenience charges or a lot more? 为了履行你作为退休计划发起人的受托责任, it's your responsibility to find out. 意图d on to learn more.
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Finzer, 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. 通过设定个人财务目标并制定实现这些目标的策略, you can prepare your bank account for … 继续