The Internal Revenue Service (IRS) recently issued its Operational Compliance List (OCL) to help plan sponsors and practitioners achieve operational and “form” (i.e., plan documentation) compliance by identifying changes in qualification requirements effective during a calendar year.
Our Employee Benefits Services Group (EBSG) has expended a lot of time reviewing restated 403(b) plan documents that record keepers, third party administrators, or other plan document preparers have provided to plan sponsors to review.
PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory firms, announced today it has once again been named to the Vault Accounting 50, a ranking of the 50 best accounting employers to work for in North America.
The recently enacted 2019-20 New York State Budget amended Section 6-R of the General Municipal Law.
Many business owners share the same dream: one that begins with a simple knock on the door. They open it to encounter a well-funded buyer presenting an extravagant, unsolicited offer to buy their company.
The Financial Accounting Standards Board (FASB) recently issued Accounting Standards Update (ASU) 2019-03, Updating the Definition of Collections.
New York, NY (March 26, 2019) – PKF O’Connor Davies, LLP, one of the nation’s largest accounting, tax and advisory […]
The investment advisory business continues to grow more challenging. These best practices are designed to help your organization improve its accounting and reporting functions, mitigate risk, strengthen internal controls and safeguard client assets.
As a best practice, some larger private foundations are going beyond the typical collection and review of a grant file by conducting desk reviews of grant activity reports to enhance their current grant monitoring programs.
Boards of Directors and the not-for-profit organizations (NFPs) they serve have at least one thing in common: they come in all sizes and levels of sophistication. But regardless of their size or sophistication, all Boards are bound by a common duty to accept fiduciary responsibilities and provide operational oversight.