By Michael L. Cecere, CPA, MST If your company offers employees a benefit plan such as a 401(k), 403(b) or other type of pension, and you have 100 or more employees eligible to participate in the plan, you must submit an audited annual plan financial statement along with the annual Form 5500 to the U.S. […]
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Gray, Gray & Gray is pleased to present the results of our 2016 Defined Contribution Plan Industry Survey! Please complete the brief form below to access a PDF of the results.
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Why a nonqualified deferred comp plan may be right for youWhat if a nonqualified deferred compensation plan (NQDCP) enabled your senior managers to replace a higher proportion of their current income when they retire? While NQDCPs often are perceived as only for top executives, they may also be right for your upper-level staff. Some considerationsThe
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By Michael Cecere, CPAGray, Gray & Gray, LLP Do you know how your money is being invested? Or, if you are the one responsible for managing an investment portfolio, what assurance are you giving your clients that their money is being invested as they would wish? If you can’t answer these questions, you probably do
Having an Investment Policy Statement is… a Good Policy! Read More »