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The Benefits of Early Health Care Planning
Making health care decisions while you’re still healthy benefits you and your family Integrating health care decisions into your estate plan is important because it ensures they are thoughtful, informed and reflective of your values. When you make decisions in...
Importance of Complementary User Entity Controls in a SOC Report
Auditors likely have asked you about SOC (System and Organizational Controls) reports and complementary user entity controls (CUECs) of your service providers and maybe you aren’t 100 percent sure what they are referring to or why it is important. Many service...
2026 Employee Benefit Plans: Things You Need to Know
Each year, the IRS and other governing authorities issue updates to various regulatory requirements and limits that may affect your company’s benefit plan. Below is a highlight of recent updates impacting calendar year 2026. 2026 IRS Limits Employee contributions are...