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Casey Devine, CPA, Author at Delap CPA


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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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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30 Dec

Managing the Business Risks of Social Media

December 30, 2014 | By | No Comments

Marketers have increasingly emphasized the importance of social media in our ever-evolving digital marketplace. Specifically, social media has become essential for companies who are targeting younger generations. While social media can be a highly effective engagement tool, it’s crucial for business professionals to be aware of the potential business risks of social media when it […]

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