Thought leadership.

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...

In 2022, Congress passed the Inflation Reduction Act (IRA), a comprehensive legislative measure that includes various provisions to promote the growth of clean energy production and enhance domestic manufacturing capabilities. With this new law, came changes to tax...

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...

The COVID-19 pandemic sent a shock wave through the manufacturing industry and highlighted key points of risk that resulted in the massive supply chain shortages we saw over the past few years. While these supply chain headwinds are likely to continue in 2023, there...

In December 2022, the Biden administration signed into law the Consolidated Appropriations Act, 2023, which included the SECURE Act 2.0 of 2022. The original SECURE Act was released in December 2019 and sought to expand retirement savings coverage and increase savings...