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Employee Benefit Plans
Keys to an Effective Payroll Audit Program - Calibre CPA Group

Keys to an Effective Payroll Audit Program

In today’s world, Trustees are faced with a variety of challenges when administering multiemployer benefit plans.  One of the most important challenges of a...
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New Defined Benefit Plan Presentation Requirements for Employers - Calibre CPA Group

New Defined Benefit Plan Presentation Requirements for Employers

In March 2017, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update, 2017-07, Compensation – Retirement: Improving the Presentation of Net Periodic Pension...
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Finance Paperwork - Calibre CPA Group

An Overview of the DOL Investigation Process for Benefit Plans

Being investigated by the Department of Labor (DOL) can be a nerve-wracking and time-consuming experience for any benefit plan provider. However, being familiar with the...
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Retirement Plan - Calibre CPA Group

PBGC Premium Rates Have Increased for 2017

The Pension Benefit Guaranty Corporation (PBGC) protects the retirement benefits of more than 40 million workers and retirees. PBGC was created by the Employee...
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Man Pointing $ Sign - Calibre CPA Group

Trustee Monitoring of Plan Investments

A plan’s investment policy is an important first step in establishing guidelines for plan Trustees to select investment options for the plan. This investment...
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Coworkers - Calibre CPA Group

The Importance of Hiring a Quality Auditor to Perform Your Employee Benefit Plan Audit

In various reviews of the quality of Employee Benefit Plan audits, the Department of Labor (DOL) has found that firms with limited employee benefit...
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Bar Charts/Graphic - Calibre CPA Group

Common Mistakes Made Administering 401(k) Plans

The number of 401(k) plans has grown persistently from around 17,000 covering roughly 7.5 million active participants in 1984 to almost 527,000 plans covering...
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Tax - Calibre CPA Group

Reduced Investment Disclosure Requirements for Benefit Plans and How It Relates to Form 5500

In July 2015, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2015-12 to simplify plan accounting of investments for Defined Benefit...
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Compliance - Calibre CPA Group

What is a Payroll (Compliance) Audit?

The definition of a payroll (compliance) audit is to determine through the review of the payroll records that the employer is in compliance with...
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Bar Charts/Graphic - Calibre CPA Group

Alternative Investments Cost Considerations

In recent years, we have seen a rapid expansion of alternative classes of investments in large pension fund portfolios, both public and private. These...
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