One of my favorite group of movies is the Rocky Movies because they signify the virtue of perseverance. Whether Rocky is running up the steps at the Philadelphia Library, doing one handed push ups or starring down his opponent, Clubber Lang, with that eye of the tiger, the perseverance that …
There is an observation that is shared by both the DOL and the AICPA that auditors who “dabble” auditing five or fewer employee benefit plans have a higher risk of failure to comply with relevant professional standards.
Practical information through video (with a little exaggerated humor) to help prevent fiduciaries from getting burned with their 401(k) or other employee benefit plan.
Dave Dacey, CPA, Partner, Practice Leader, Employee Benefit Plans Group
Dave Dacey, Practice Leader of WS+B’s Employee Benefit Plan Services Group, has over 30 years of professional accounting experience. Dave is licensed in New Jersey and is a member of the AICPA and NJSCPA. A frequent speaker, he has presented at various NJSCPA seminars, including their Annual Employee Benefit Plan Conference for the past four consecutive years. Dave also demonstrates his thought leadership by being the primary author to Withum ERISA Knowledge Corner on withum.com and also has been a contributing author to Thompson Publishing’s 401(k) advisor magazine.