BREAKING NEWS

Announcing Our Newest Partner

BMF welcomes with pride and purpose, our newest partner, Marie Lenarduzzi!

Articles & Publications

All Posts

Employee Benefit Plan Seminar Takeaways: Audit & Accounting, Tax, Tech and Legal

In June, we hosted a seminar on the key items facing employee benefit plan administrators. Below are the top takeaways from the program. Changes on the Horizon: Accounting Standards & Audit Update SOC reports provide a deeper understanding of. Read More >>

Internal Control Essentials for Retirement Plans

When was the last time you closely examined your retirement plan’s internal controls? If the answer is “not sure” or “a while ago,” then there is no time like the present to conduct a thorough assessment on your internal. Read More >>

Monitoring Service Provider Performance: The Role of Type II SOC 1 Reports

It’s not uncommon for sponsors of employee benefit plans to outsource key functions like accounting and recordkeeping to third-party service providers. But this doesn’t absolve plan sponsors the responsibility for monitoring these key functions adequately or the overall financial. Read More >>