Learn about key compliance issues related to benefit plans including 403b, 401k and 457 plans - BLS CPA - Delaware 401k Auditor.
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Delaware Benefit Plan Audit | 401k Audits Delaware | Delaware 401k Auditor | employeebenefitplanaudit.belfint.com Reviews
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Learn about key compliance issues related to benefit plans including 403b, 401k and 457 plans - BLS CPA - Delaware 401k Auditor.
employeebenefitplanaudit.belfint.com
Maria Hurd, CPA | Director Retirement Plan Director | Delaware CPA Firm | Art of the Qualified Plan Audit
http://employeebenefitplanaudit.belfint.com/our-ebp-team/maria-t-hurd-cpa
Art of the Qualified Plan Audit. Maria T. Hurd, CPA. DIRECTOR Accounting and Auditing. Employee Benefit and Retirement Plan Audit Services. D: 302.573.3918. P: 302.225.0600. Maria initiated and leads the firm’s employee benefit audit blog. The Art of the Qualified Plan Audit. Her blogs are frequently re-published in the Thompson Information Services libraries and other industry newsletters including NAPA (National Association of Pension Advisors) and NIPA (National Institute of Pension Administrators)...
Retirement Plan Auditors | EBP Audit Team | Delaware CPA Firm | Art of the Qualified Plan Audit
http://employeebenefitplanaudit.belfint.com/our-ebp-team
Art of the Qualified Plan Audit. Maria T. Hurd, CPA. Director Accounting and Auditing/Retirement Plan Audit Services. Christopher J. Ciminera, CPA. Manager Accounting and Auditing. Michael E. Mast, CPA, CFE. Supervisor Accounting and Auditing. Saaib T. Uppal, CPA. Senior Accountant Accounting and Auditing. Stacey I. Snyder, CPA, QKA. Senior Accountant Accounting and Auditing. Staff Accountant Accounting and Auditing. A Matter of Tax. Department of Labor (DOL). Financial Accounting Standards Board.
Fiduciary Correction Program | VFCP Application | DE CPA Firm | Art of the Qualified Plan Audit
http://employeebenefitplanaudit.belfint.com/the-voluntary-fiduciary-correction-program-how-to-file-an-application
Art of the Qualified Plan Audit. The Voluntary Fiduciary Correction Program – How to File an Application. By Chris Ciminera, CPA, QKA. July 23, 2015. Posted by Chris Ciminera, CPA, QKA. In my previous blog, “The Voluntary Fiduciary Correction Program – Overview”. I discussed the Voluntary Fiduciary Correction Program (VFCP). Now, I would like to continue on this topic and explain how to file a VFCP application. How Do I File a VFCP Application? Determining what pay periods are deposited late is a source ...
EBSA | Art of the Qualified Plan Audit
http://employeebenefitplanaudit.belfint.com/category/ebsa
Art of the Qualified Plan Audit. Mid-Year Amendments to Safe Harbor Plans. It is not often that we can give our clients good news as a result of new guidance from the Internal Revenue Service, but thanks to Notice 2016-16, Mid-Year Changes to Safe Harbor Plans and Safe Harbor Notices, we have fantastic news. Re-Audit of Rejected 5500 Filings Accepted. AU Section 315 Communications Between Predecessor and Successor Auditors. The Voluntary Fiduciary Correction Program – How to File an Application. The Depa...
60-Day IRA Rollover | Traditional IRA Rollover | Delaware CPA Firm | Art of the Qualified Plan Audit
http://employeebenefitplanaudit.belfint.com/one-60-day-ira-rollover-per-year-is-the-final-answer
Art of the Qualified Plan Audit. One 60-Day IRA Rollover Per Year Is The Final Answer. By Maria T. Hurd, CPA. March 18, 2015. Posted by Maria Hurd, CPA. As opposed to one per year. To acknowledge and address the discrepancy of its own guidance, the IRS website has published the IRA One-Rollover-Per-Year-Rule. Stating that it intends to follow the Tax Court’s application of IRC Section 408(d)(3)(B), but that it will delay implementation until January 1, 2015 at the earliest, such that:. Beginning as early...
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Governance and Management | The Belfint Nonprofit Ledger
http://nonprofit.belfint.com/category/governance-and-management
The Belfint Nonprofit Ledger. The AICPA Introduces the Not-for-Profit Certificate Program. As described in our earlier blog “The AICPA Introduces the Nonprofit Membership Section,” the AICPA has broadened their membership requirements for non-CPA associates and added a not-for-profit (NFP) section which allows non-CPAs to join the AIPCA and have access to numerous NFP resources. In an effort to strengthen this new NFP section, the AICPA recently launched the NFP Certificate Program. School has officially...
Jonathan Moll, CPA | Director | Nonprofit CPA | Delaware Accounting Firm
http://nonprofit.belfint.com/team/jonathan-d-moll-cpa
The Belfint Nonprofit Ledger. Jonathan D. Moll, CPA. DIRECTOR Accounting and Auditing. Ask Jon what drives his energetic and genuine approach to client service and he’ll say, the thrill of providing solutions. However, what separates Jon from the rest is his ability to not only solve clients’ problems as they arise, but anticipate issues and provide answers even before his clients realize they have a question. American Institute of Certified Public Accountants. Delaware Association of Nonprofit Agencies.
ERISA | The Belfint Nonprofit Ledger
http://nonprofit.belfint.com/category/erisa
The Belfint Nonprofit Ledger. Top Hat Plans Viewed Through the Looking Glass. At one point the top hat was commonly found throughout American history and pop culture. During the 19th century, it served as a symbol of freedom sitting atop President Abraham Lincoln’s head as he navigated the country through the Civil War. Does your ERISA 403(b) Plan need a financial statement audit? Counting participants is not as easy as 1, 2, 3! A Nonprofit’s Guide to Navigating the ERISA Audit Requirements. Posted By Ch...
TE/GE 2015 | Program Letter | Delaware CPA Firm
http://nonprofit.belfint.com/the-tege-fy-15-program-letter
The Belfint Nonprofit Ledger. The TE/GE FY 15 Program Letter. By Christina Bell, CPA. April 7, 2015. Posted by Christina Bell, CPA. In December of 2014 the Commissioner of the Tax Exempt and Government Entities Division of the IRS (TE/GE), Sunita Lough, issued the TE/GE Program Letter for FY 2015. 1) Accountability and Transparency. 8211; In accordance with the IRS Strategic Plan FY 2014-2017, TE/GE is entering FY 2015 focused on accountability and transparency. 4) Data-Driven Decision Making. Belfint Ly...
Christina Bell | Audit Supervisor | Nonprofit CPA | Delaware Accounting Firm
http://nonprofit.belfint.com/team/christina-k-bell
The Belfint Nonprofit Ledger. Christina K. Bell, CPA. D: 302.573.4139. Her strong communication skills allow her to develop her audit team and maintain a positive client relationship. She is also a frequent contributor to the firm’s nonprofit blog. The Belfint Nonprofit Ledger. American Institute of Certified Public Accountants. Delaware Society of Certified Public Accountants. Delaware State Chamber of Commerce Superstars in Education/Principal for a Day participant. A Matter of Tax. Belfint Lyons and S...
Ira Rollover | A matter of tax
http://matteroftax.belfint.com/category/ira-rollover
A matter of tax. Unclaimed Property: Check Now and Claim What is Yours. Many people do not know about the billions in property that has been left unclaimed over the years. When planning your estate, you probably try to think about what will happen to all of your hard-earned assets when it is time for them to be distributed – things like your house, car, IRA, deposit accounts, and even your dog, Buster. One 60-Day IRA Rollover Per Year Is The Final Answer. State and Local Tax.
Partnership Agreement | A matter of tax
http://matteroftax.belfint.com/category/partnership-agreement
A matter of tax. Have You Tested Your Buy-Sell Agreement? Many businesses upon formation or soon thereafter, put in place a buy-sell agreement to protect the business from the event that an owner (voluntarily or involuntarily) leaves the company. State and Local Tax.
Shareholder Agreement | A matter of tax
http://matteroftax.belfint.com/category/shareholder-agreement
A matter of tax. Tax Considerations Regarding Crowdfunding. Crowdfunding has increasingly gained popularity among entrepreneurs as more individuals and businesses comprehend the value derived from an early introduction of their products to the market. Have You Tested Your Buy-Sell Agreement? Many businesses upon formation or soon thereafter, put in place a buy-sell agreement to protect the business from the event that an owner (voluntarily or involuntarily) leaves the company. State and Local Tax.
Tax Professionals | Delaware Tax Planning | Delaware CPA | A matter of tax
http://matteroftax.belfint.com/tax-team-delaware-accountants-cpa
A matter of tax. Michael T. French, CPA. Jeffrey A. Elwell, CPA. Director/Department Chair Accounting and Auditing. David W. Jennings, CPA. Director/Department Chair Tax and Small Business. Kamini D. Patel, CPA. Director/Department Chair Corporate and International Services. Kathryn S. Schultz, CPA, AEP. Director Corporate and International Services. Barry A. Crozier, CPA. Director – Business Development. Maria T. Hurd, CPA. Director Accounting and Auditing. Donna L. McClintock, CPA. Anne Mary Kluska, CPA.
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Delaware Benefit Plan Audit | 401k Audits Delaware | Delaware 401k Auditor
Delinquent 401(k) and 403(b) Deposits: Same Prohibited Transaction, But Only ONE is Subject to Penalties. With the October 15th deadline in the past and a majority of Form 5500s having been filed, many plan sponsors, auditors, and third-party administrators have breathed a sigh of relief. Is Keeping Former Employees in Your Plan a Good Idea? Our recent blog So You Are Changing JobsAre You Forgetting Something? IRS Announces Increases on Benefits and Contributions Dollar Limitations. Proposed Statement of...
Employee Benefit Planning | Employee Benefit Planning
Skip to main content. Employee Benefit Planning offers solutions and services for your organization’s benefits plans. Our team of experienced professionals work together to create, implement, and manage benefit programs to fit each client’s unique needs. 2018 Employee Benefit Planning.
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