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Kevin Blada, Author at Delap CPA

24 Sep

What is a Target Date Retirement Fund, Anyways?

September 24, 2018 | By | No Comments

September 21, 2018 — “I just put all my money in this target date retirement fund.” I hear this all the time when the topic of 401(k) investments comes up. But what does a target date fund actually do? When I quiz those same folks, I usually get the following two responses: You just pick […]

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21 Apr

Benchmarking Your Firm’s Employee Benefit Plan

April 21, 2014 | By | No Comments

Are the fees paid by your company’s 401(k) plan reasonable? Consider the following: • In August 2013, a U.S. District Court ordered a 401(k) plan’s fiduciaries to restore $321,000 to plan participants after concluding that the fiduciaries breached their fiduciary duties and paid excessive service provider fees to the plan’s third-party administrator. • In July […]

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14 Apr

Employee Benefit Plans & Responsibilities of Plan Fiduciaries

April 14, 2014 | By | No Comments

Employers who sponsor employee benefit plans – such as 401(k) and other retirement plans – have a powerful tool to help attract and retain talented people, to aid employees in investing for their retirements, and to potentially obtain tax benefits for both the employer and employee. However, administering a retirement plan and managing its assets […]

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02 Jul

What are the ethical responsibilities of the CPA?

July 2, 2013 | By | No Comments

The nature of the work carried out by CPAs – including auditing, accounting, and tax services – requires a high level of ethics: current and potential shareholders, investors, lenders, regulatory agencies, and other users of an entity’s financial statements rely heavily on those financial statements in order to make informed decisions about the entity. From […]

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