By David Clark, CIA, CFE, CRMA, Seth Miller Gabriel, Umer Yaqub
The higher education landscape has changed over the last few decades, with increasing concern regarding declining enrollment and institutions’ ability toRead More →
Since navigating the headwinds of the past year, nonprofit organizations have reimagined their operations to maintain relationships with donors, volunteers and the communities they serve while discovering new means to protect missionRead More →
As part of the overall movement toward financial wellness, Congress and the Department of Labor (DOL) are focused on giving retirees more visibility into how retirement savings translate into lifetime income. In the Setting EveryRead More →
Every six years, the Internal Revenue Service (IRS) requires employers with qualified, pre-approved plans to restate their plan documents – reflecting changes that have occurred since the plan documents were created or last restated. ForRead More →
On August 12, 2021, the Office of Management and Budget (OMB) issued the 2021 Compliance Supplement (Supplement). The Supplement is effective for audits of fiscal years beginning after June 30, 2020. TheRead More →
The Provider Relief Fund (PRF) is the federal program issued under the Coronavirus Aid, Relief, and Economic Security (CARES) Act aimed at supporting eligible health care providersRead More →
Employers now have more flexibility in adding or amending safe harbor 401(k) or 403(b) plans, thanks to the 2019 Setting Every Community Up for Retirement Enhancement (SECURE) Act and subsequent guidance from the Internal RevenueRead More →
On April 14, the Department of Labor (DOL) outlined a range of practices for combatting the growing threat of cybercrime to ERISA-covered retirement plans. This first-ever cybersecurity guidance issued by the DOL’sRead More →
On Aug. 13, 2020, the Office of Management and Budget (OMB) issued Final Guidance on amendments to the OMB Guidance for Grants and Agreements (Uniform Guidance). This reflects the first revisions toRead More →
By Mike Lee, CIPM, Alexandre Chanoine, J.D. and Derrick King
As more people are shifting to digital lifestyles and remote operations, data is being passed through the internet now more than ever. Proportionate toRead More →
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Higher Education in the U.S. – Rising Costs, Enrollment Challenges and the Need for Innovative Solutions
/in Blog, Nonprofit /by Templeton CompanyBy David Clark, CIA, CFE, CRMA, Seth Miller Gabriel, Umer Yaqub
The higher education landscape has changed over the last few decades, with increasing concern regarding declining enrollment and institutions’ ability to Read More →
Top Considerations for the Nonprofit Sector
/in Blog, Nonprofit /by Templeton CompanyBy Divya Gadre, CPA
Since navigating the headwinds of the past year, nonprofit organizations have reimagined their operations to maintain relationships with donors, volunteers and the communities they serve while discovering new means to protect mission Read More →
Preparing for Mandatory Lifetime Income Disclosures for DC Plans
/in Blog, Employee Benefit Plans / 401(k) /by Templeton CompanyAs part of the overall movement toward financial wellness, Congress and the Department of Labor (DOL) are focused on giving retirees more visibility into how retirement savings translate into lifetime income. In the Setting Every Read More →
Plan Sponsor Alert: 401(K) Plan Restatements Required by July 2022
/in Blog, Employee Benefit Plans / 401(k) /by Templeton CompanyEvery six years, the Internal Revenue Service (IRS) requires employers with qualified, pre-approved plans to restate their plan documents – reflecting changes that have occurred since the plan documents were created or last restated. For Read More →
OMB Issues the 2021 Compliance Supplement
/in Blog, Nonprofit /by Templeton CompanyBy Tammy Ricciardella, CPA
On August 12, 2021, the Office of Management and Budget (OMB) issued the 2021 Compliance Supplement (Supplement). The Supplement is effective for audits of fiscal years beginning after June 30, 2020. The Read More →
Provider Relief Fund Updated Single Audit Requirements
/in Blog, Nonprofit /by Templeton CompanyBy Carla DeMartini, CPA
What is the Provider Relief Fund?
The Provider Relief Fund (PRF) is the federal program issued under the Coronavirus Aid, Relief, and Economic Security (CARES) Act aimed at supporting eligible health care providers Read More →
Secure Act Guidance for Safe Harbor Retirement Plans
/in Blog, Employee Benefit Plans / 401(k) /by Templeton CompanyEmployers now have more flexibility in adding or amending safe harbor 401(k) or 403(b) plans, thanks to the 2019 Setting Every Community Up for Retirement Enhancement (SECURE) Act and subsequent guidance from the Internal Revenue Read More →
DOL Issues Cybersecurity Guidance for Retirement Plans
/in Blog, Employee Benefit Plans / 401(k) /by Templeton CompanyOn April 14, the Department of Labor (DOL) outlined a range of practices for combatting the growing threat of cybercrime to ERISA-covered retirement plans. This first-ever cybersecurity guidance issued by the DOL’s Read More →
Revisions to the Uniform Guidance Affecting Recipients
/in Blog, Nonprofit /by Templeton CompanyBy Tammy Ricciardella, CPA
On Aug. 13, 2020, the Office of Management and Budget (OMB) issued Final Guidance on amendments to the OMB Guidance for Grants and Agreements (Uniform Guidance). This reflects the first revisions to Read More →
Nonprofit Data Breach Vulnerabilities and How to Avoid Them
/in Blog, Nonprofit /by Templeton CompanyBy Mike Lee, CIPM, Alexandre Chanoine, J.D. and Derrick King
As more people are shifting to digital lifestyles and remote operations, data is being passed through the internet now more than ever. Proportionate to Read More →