Month: June 2023

Changes to the 2023 Form 5500

Changes to the 2023 Form 5500

The Form 5500 serves as a vital source of information for the Department of Labor, Internal Revenue Service, and the Pension Benefit Guaranty Corporation. This form provides details regarding a retirement plan's operations, qualifications, financial status, and...

CRITICAL KPIs FOR RETAILERS

CRITICAL KPIs FOR RETAILERS

When working with retailers, a common question I get asked is “How do I know if my business is doing well, and what should I be looking at?” It’s a great question and one that I find many business owners struggle with and generally don’t know where to look to find the...