Three Ways to Increase Employee Participation in Your 401(k) Plan (September 2014)
Changing Employee Benefit Plan Vendors? Tips for a Smooth Transition (July 2014)
ERISA's Service Provider Disclosure Rules—and How to Comply with Them (July 2014)
No Can Do: What Employee Plan Sponsors Need to Know About Prohibited Transactions (June 2014)
Employee Benefit Plan Audit Tips (May 2014)
Handing It Over: What Business Owners Need to Know About Administering an ESOP (Spring 2014)
The Seven Most Common Compliance Pitfalls for 401(k) Plan Sponsors (Spring 2014)
Is It Time to Send Your Investment Advisor Through An RFP? (Fall 2013)
Penalty Box: What to Expect If You Miss Your Form 5500 Filing Deadline (Fall 2013)
Even Turf: Nondiscrimination Testing and Your Health Plan (Fall 2013)
Hot Button Audit Issues: Hot to Handle Employee Benefit Plans and Audits (Smart Business, May 2013; posted with permission)
Render Retirement Plan Audits Painless (Society for Human Resource Management, April 2013)
Participant-Directed Investments in Defined Contribution Plans (March 2013)
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Two Valuable Tax Credits for New Mexico Companies
Tuesday, January 13, 2015
11:30 a.m.-1:00 p.m. MST
Lean 101: Introduction to Lean and Kaizen
Thursday, January 22, 2015
10:00-11:00 a.m. PST
See a full listing of all our events.
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