Ins and Outs of Retirement Plan Audits

Ins and Outs of Retirement Plan Audits

In the first webinar of the Keeping Your Organization’s Retirement Plan in Shape webinar series, learn from an experienced retirement plan auditor about which retirement plans are required to have audits, what auditors look at when conducting an audit, how to...
Working with Attorneys

Working with Attorneys

An attorney plays a key role in helping a CAA maintain accountability and avoid liability. By proactively working with an attorney to ensure that its organizational infrastructure is legally compliant and enforceable, a CAA may avoid costly litigation and the negative...
Ins and Outs of Retirement Plan Audits

Tips for Attorneys Reviewing CAA Bylaws

In this webinar, we examine the main issues for an attorney to consider when asked by a CAA to review and update its bylaws. We discuss laws specifically applicable to a CAA’s bylaws, such as the CSBG and Head Start board composition requirements, and what provisions...
Ins and Outs of Retirement Plan Audits

Taking Care of Business…and Working Overtime

The U.S. Department of Labor recently issued its long-anticipated “overtime rule,” which affects whether certain employees may be treated as exempt from the minimum wage and overtime pay requirements of the federal Fair Labor Standards Act. The DOL estimates that the...