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Casey Devine, CPA, Author at Delap CPA


06 Feb

Thinking of a Merger, Sale or an Acquisition?

February 6, 2019 | By | No Comments

Manufacturing companies across the nation are optimistic about 2019 according to the Leading Edge Alliance 2019 National Manufacturing Outlook and Insights Report (click the link to download the report). In addition to growing sales and improving profitability in the upcoming year, manufacturers surveyed indicated they will be considering mergers or acquisitions. Ownership transfers often represent the most […]

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13 Nov

Employee Benefit Plan Guide for Plan Administrators – Part 4: Switching Custodians

November 13, 2018 | By | No Comments

What can mean the difference between a poorly or well-managed plan? Often, it is the level of service provided by third-party service providers. Plan administrators should evaluate their service providers on a regular basis. This includes weighing factors such as fees, performance, and responsiveness to inquiries. Is the service provider meeting the needs of the […]

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08 Nov

Employee Benefit Plan Guide for Plan Administrators – Part 3: Dodging Distribution Disasters

November 8, 2018 | By | No Comments

Your employees have been working for years, saving their hard-earned money in the company employee benefit plan for their future. Now they want their money out to enjoy the fruits of their labor. How do you ensure they get their money out of the plan and still meet all of the Internal Revenue Service (IRS), […]

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07 Nov

Employee Benefit Plan Guide for Plan Administrators – Part 2: Common Contribution Considerations

November 7, 2018 | By | No Comments

Have you ever wondered what the auditors of your employee benefit plan (EBP) are doing all day?  We’re about to let you in on a little secret! Operating an EBP requires a variety of significant processes. One such process includes ensuring the Employer applies all contributions on a timely basis. In addition, verifying each participant […]

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06 Nov

Employee Benefit Plan Guide for Plan Administrators – Part 1: Eradicating Eligibility Errors

November 6, 2018 | By | No Comments

Our team at Delap audits 50+ employee benefit plans (EBP) each year. When it comes to EBP compliance issues, we’ve seen it all. Participant eligibility is one of the top 3 operational violations we see. What type of participant eligibility issues do we see? The most common violations related to the Plan not operating in […]

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