Author Archives: Chad Smith

Top 3 New 401(k) Plan Audit Rules for 2025

The SECURE 2.0 Act of 2022 was enacted to enhance retirement savings and financial security....

10 Common Misconceptions About Internal Controls

When your company first started, it was easier to keep a pulse on everything. You...

6 Reasons Why a 401(k) Plan Audit is Always Worthwhile

You might not have been due for a Department of Labor 401(k) audit in 2024—or...

Still Don’t Have a Strategic Plan? Guide Your Business with a Coherent Vision and Direction

In the fast-paced world of business, having a strategic plan is like having a compass...

7 Reasons to Make Time for Strategic Planning

In the bustling world of business, where every minute counts and the pace seems relentless,...