Your Year-End 401(k) Compliance Roadmap: A Strategic Planning Guide
As we approach year-end, many plan sponsors find themselves scrambling to meet 401(k) compliance deadlines. But successful retirement plan management isn’t about last-minute fixes—it’s about strategic, year-round planning that ensures your plan stays compliant while serving your employees’ best interests.
At Bartlett, Pringle & Wolf, we’ve guided countless Santa Barbara and Central Coast businesses through the complexities of 401(k) compliance for over seven decades. Here’s your roadmap to year-end success and how to build a sustainable compliance framework.
New Benefit Plan Auditing Standards Effective Date Extended
Another pandemic-powered delay is pushing the effective date back for new standards related to audits of…
SBA Stimulus Funding May Prompt Single Audit
In a rapid emergency response to the global pandemic, the federal government rolled out the Coronavirus…
Effective Fixed Asset Management
Fixed asset management is not something that companies generally have at the top of their priority…
Converged Standard on Revenue Recognition Released by FASB and IASB
After many years of collaboration, the Financial Accounting Standards Board (FASB) and the International Accounting Standards…
Proposed Changes to U.S. GAAP Could Reduce Burden on Private Companies
The Private Company Council (PCC) was established last year by the Financial Accounting Foundation (FAF) to…
Key Provisions of the JOBS Act
On April 5, President Obama signed into law the Jumpstart Our Business Startups Act (JOBS Act),…
Recent Developments in Private Company Financial Reporting
Over the last six years the topic of private company financial reporting and the need for…
2015 Year-End Tax Planning for Individuals
Team Member Spotlight
Make Green ($) by Going Green with doc-link, Document Imaging Software
Stacey Gumley Named One of the 40 Under 40
Rules on Deducting Business Start-Up Expenses
Tangible Asset and Repair Regulations Reminder
Being Skeptical: Is it Really a Bad Thing?
Your Documents: Where You Need Them, When You Need Them
Preventing and Detecting Fraud in Your Organization
Tax Deadline Reminder: FBARs Due by June 30
Eileen Sheridan Featured in CalCPA Magazine
