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Category: Employee Benefit Plans

  • navigating 403(b) plan restatement deadlines: what employers need to know

    June 19, 2025

    Navigating 403(b) Plan Restatement Deadlines: What Employers Need to Know

    Navigating 403(b) Plan Restatement Deadlines: What Employers Need to Know

    By Jennifer Allen|Categories: Article, Employee Benefit Plans|2 min read|
  • Changing Employee Benefit Plan Auditors

    March 19, 2025

    Key Issues When Switching Employee Benefit Plan Auditors

    Key Issues When Switching Employee Benefit Plan Auditors

    By Jennifer Allen|Categories: Article, Employee Benefit Plans|2.5 min read|
  • image of a building with text that reads key guidance for employers on navigating student loans and retirement plans

    September 10, 2024

    Key guidance for employers on navigating student loans and retirement plans

    Key guidance for employers on navigating student loans and retirement plans

    By Renee Lawless|Categories: Professional Service Firms, Real Estate & Construction Companies, Manufacturers & Distributors, Article, Employee Benefit Plans, Nonprofit Organizations|2.7 min read|
  • cybersecurity policy

    March 19, 2021

    Is your cybersecurity policy up to the task?

    Is your cybersecurity policy up to the task?

    By Michael Giess|Categories: Article, Employee Benefit Plans, Client Accounting Services|3.7 min read|
  • typing on computer

    March 12, 2021

    Watch employee turnover rate to avoid partial termination

    Watch employee turnover rate to avoid partial termination

    By Michael Giess|Categories: Article, Employee Benefit Plans|3 min read|
  • active vs. passive plan investment strategies

    February 15, 2021

    Taking a fresh look at active vs. passive plan investment options

    Taking a fresh look at active vs. passive plan investment options

    By Michael Giess|Categories: Article, Employee Benefit Plans|5.4 min read|
  • 401k day

    December 17, 2020

    Make Today Your 401(k) Day

    Make Today Your 401(k) Day

    By Michael Giess|Categories: Article, Employee Benefit Plans|1.8 min read|
  • tracking part-timers' hours

    November 26, 2020

    Are you ready to track part-timers’ hours?

    Are you ready to track part-timers’ hours?

    By Michael Giess|Categories: Article, Employee Benefit Plans|2.5 min read|
  • supreme court distinguishes between plan types

    November 19, 2020

    Divided Supreme Court distinguishes between plan types

    Divided Supreme Court distinguishes between plan types

    By Michael Giess|Categories: Article, Employee Benefit Plans|2.8 min read|
  • pooled employer plans

    November 12, 2020

    Coming soon: Pooled employer plans

    Coming soon: Pooled employer plans

    By Michael Giess|Categories: Article, Employee Benefit Plans|4.2 min read|
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“Insero" is the brand name under which Insero & Co. CPAs, LLP and Insero Advisors, LLC and its subsidiary entities provide professional services. Insero & Co. CPAs, LLP and Insero Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Insero & Co. CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Insero Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Insero Advisors, LLC and its subsidiary entities are not licensed CPA firms.

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