Search Results

A recap of a session at our Virtual Summit featuring Sean Roche, former Associate Deputy Director for CIA Digital Innovation.

The proliferation of corporate dentistry, low reimbursement rates, and fewer patients are making dentists come to the realization that they can no longer operate their practices the way they have in the past.

With markets shifting and employee expectations shifting along with them, choosing the retirement plan that will best fit your specific dental practice can be difficult.

There are still many facts that must be ascertained regarding the nature of the losses for FTX account holders and the causes that led to those losses. However, this article will now explore some additional potential remedies for taking deductible tax losses at some time in the future.

Dental insurance can be confusing, for both consumers and providers. For many providers, the headache of red tape, claim follow up, staff training, and reduced reimbursements outweigh the benefits of accepting insurance.

In the past few years, there has been a renewed interest in ensuring the privacy of patients' personal health information.

A review of the root causes and the fallout from the Marriott cyber breach, along with a look at how to mitigate cyber risk at your organization.

At certain times of the year – perhaps at year-end or on each employee’s work anniversary – you will need to review the compensation of your dental staff.

In this latest installation from Cybersecurity Corner, you’ll get tips on minimizing risk related to your personal bank accounts.

One of the most common operational issues impacting employee benefit plans is errors involving the timeliness of plan remittances. This is where having an effective timeliness schedule is indispensable.

The most important thing to consider while preparing for your employee benefit plan audit is determining the type of audit to elect, either an ERISA Non-Section 103(a)(3)(C) audit or an ERISA Section 103(a)(3)(C) audit.

An update on Auditing Standards No. 136 (“SAS 136”) Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA.

This blog examines the determining factors for whether your 401k plan needs an audit.

Having a System and Organization Controls (“SOC 1”) report on your employee benefit plan’s service providers adds great value to your plan.

In April of 2021, the DOL’s Employee Benefits Security Administration announced cybersecurity guidance for plan sponsors, plan fiduciaries, record keepers and plan participants.

A key step in preparing for your plan audit is a census to determine eligible plan participants and test various plan provisions from a population deemed complete.

The IRS has revised the Employee Plans Compliance Resolution System, Revenue Procedure 2021-30, which permits retirement plan sponsors to correct plan failures.

While the SECURE Act of 2019 permits an employer to adopt a retirement plan after the close of the employer’s taxable year, the first Form 5500 required to be filed with respect to the retirement plan will be the 2021 Form 5500.

Dangers of Dilution. Companies dealing with stock compensation as part of executive compensation or rewards for stakeholders or vendors. Considerations before a company issues grants or options such as common stock, preferred stock or member units. Failure to resolve stock compensation issues can lead to loss of founders up side ownership potential and control through dilution.

People who are charged with the responsibility to administer an employee benefit plan that is subject to ERISA face consequences that can affect them personally, so they should act with great care.