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Megan Dovie, CPA, Manager

Megan Dovie, CPA, Manager

Recent Posts

Picking the Right Retirement Plan (Part Three: Loans, Hardships, and Your Responsibilities)

Posted by Megan Dovie, CPA, Manager on May 28, 2019 10:30:00 AM
Picking the Right Retirement Plan (Part Three: Loans, Hardships, and Your Responsibilities)

Welcome to Part 3 of our series on retirement planning for your employees. Part 1 discussed the different types of retirement plans you can offer to your employees. Part 2 discussed the different types of eligibility requirements you can have in place for your plan and when your employees can begin to participate. This month we will briefly explore loans, hardships, timeliness of employee contribution transmittals, and what your responsibilities are if you have to terminate a plan.

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Topics: Government Entities, Not-for-Profits, For-Profit Entities, Funeral Homes, Construction, Professional Services, Healthcare, Federal Services

Picking the Right Retirement Plan (Part Two: Getting Employees Onboard)

Posted by Megan Dovie, CPA, Manager on May 24, 2019 11:30:00 AM
Picking the Right Retirement Plan (Part Two: Getting Employees Onboard)

Welcome to Part 2 of our series on retirement planning for your employees. Part 1 discussed the different types of retirement plans you can offer to your employees. This month we will look at when your employees become eligible and how to get them signed up for your plan.

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Topics: Government Entities, Not-for-Profits, For-Profit Entities, Funeral Homes, Construction, Professional Services, Healthcare, Federal Services

Picking the Right Retirement Plan (Part One: Understanding ERISA)

Posted by Megan Dovie, CPA, Manager on Jan 3, 2019 2:00:00 PM
Picking the Right Retirement Plan (Part One: Understanding ERISA)

Getting the best employees means giving them the best possible benefit packages. One crucial part of that package is a plan that allows your employees to save for retirement, while you help them by matching part of their contributions.

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Topics: Government Entities, Not-for-Profits, For-Profit Entities, Funeral Homes, Construction

Top Ten Fiduciary Mistakes

Posted by Megan Dovie, CPA, Manager on Feb 6, 2018 9:10:05 AM
Top Ten Fiduciary Mistakes

A fiduciary manages another party's assets and has a legal and ethical obligation to put the other party's interests first. For a financial advisor, that means helping a client make decisions in his or her best interest, even if it means reduced compensation – or no compensation – for the advisor.

Mistakes fiduciaries make include failure to:

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Topics: Government Entities, Not-for-Profits, For-Profit Entities, Funeral Homes, Construction