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Read our news

Maintain your competitive edge and stay up-to-date on current industry topics with Templeton & Company’s thought provoking blog articles.

Preparing for Mandatory Lifetime Income Disclosures for DC Plans

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

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Plan Sponsor Alert: 401(K) Plan Restatements Required by July 2022

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

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OMB Issues the 2021 Compliance Supplement

By Tammy Ricciardella, CPA On August 12, 2021, the Office of Management and Budget (OMB) issued the 2021 Compliance Supplement (Supplement). The Supplement is effective

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Provider Relief Fund Updated Single Audit Requirements

By Carla DeMartini, CPA What is the Provider Relief Fund? The Provider Relief Fund (PRF) is the federal program issued under the Coronavirus Aid, Relief,

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Secure Act Guidance for Safe Harbor Retirement Plans

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

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DOL Issues Cybersecurity Guidance for Retirement Plans

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

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Templeton & Company Ranked as One of South Florida’s Top Accounting Firms

West Palm Beach, Fla. – August 3, 2021–Templeton & Company, a leading accounting and management advisory firm, has been selected as a Top 25 Accounting

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Templeton & Company, LLP Named a Top 300 Accounting Firm in the Nation for the Seventh Consecutive Year

West Palm Beach, Fla. – July 26, 2021  Templeton & Company, LLP is proud to be named a Top 300 Accounting Firm in the nation

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Revisions to the Uniform Guidance Affecting Recipients

By Tammy Ricciardella, CPA On Aug. 13, 2020, the Office of Management and Budget (OMB) issued Final Guidance on amendments to the OMB Guidance for

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WEST PALM BEACH
Esperante Building
222 Lakeview Avenue
Suite 1200
West Palm Beach, FL 33401
(561) 798-9988
Fax: (561) 798-4053

FORT LAUDERDALE
The Main
201 East Las Olas Boulevard
Suite 1650
Fort Lauderdale, FL 33301
(954) 333-0001
Fax: (954) 765-0719

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