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Employee Benefit Plans

  • 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|
  • lifetime income

    November 5, 2020

    Department of Labor lays out rules for lifetime income illustrations

    Department of Labor lays out rules for lifetime income illustrations

    By Michael Giess|Categories: Article, Employee Benefit Plans|4.6 min read|
  • investment data

    October 22, 2020

    Understanding private equity investments in defined-contribution plans

    Understanding private equity investments in defined-contribution plans

    By Michael Giess|Categories: Article, Employee Benefit Plans|3.4 min read|
  • man looking at charts with computer open

    August 26, 2020

    Should you suspend matching or nondiscretionary contributions?

    Should you suspend matching or nondiscretionary contributions?

    By Michael Giess|Categories: Article, Employee Benefit Plans|3.7 min read|
  • typing on calculator and looking at papers

    August 12, 2020

    How to handle laid off employees’ 401(k) accounts still in your plan

    How to handle laid off employees’ 401(k) accounts still in your plan

    By Michael Giess|Categories: Article, Employee Benefit Plans|4.7 min read|
  • employee tip income, tip cash on a tray

    July 22, 2020

    Don’t Let Employee Tip Income Trip You Up

    Don’t Let Employee Tip Income Trip You Up

    By Michael Giess|Categories: Article, Employee Benefit Plans|2.4 min read|
  • collective investment trust graph of investments rising overlaid with cash

    July 1, 2020

    When a Collective Investment Trust May Benefit Your Plan

    When a Collective Investment Trust May Benefit Your Plan

    By Michael Giess|Categories: Article, Employee Benefit Plans|3.7 min read|
  • demystifying plan audits with magnifying glass over plan audit document and calculator

    June 24, 2020

    Demystifying Plan Audits

    Demystifying Plan Audits

    By Michael Giess|Categories: Article, Employee Benefit Plans|4.9 min read|
  • Man on computer with pen in one hand

    June 5, 2020

    Employee Benefits Update – Study Finds Trend of Fee Cost Reduction

    Employee Benefits Update – Study Finds Trend of Fee Cost Reduction

    By Michael Giess|Categories: Article, Employee Benefit Plans|3.3 min read|
  • The SECURE Act passed by congress and what plan sponsors need to know

    January 9, 2020

    The Secure Act: What Plan Sponsors Need to Know

    The Secure Act: What Plan Sponsors Need to Know

    By Renee Lawless|Categories: Article, Employee Benefit Plans|3.7 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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