For many organizations, the finance function has become the nerve center of the business. The goal for finance leaders is resilience, or the ability to maintain or improve performance despite changing business conditions.

Benefit plan sponsors do not receive a formal notice that an audit is required, and the rules, particularly those related to participant counts and plan changes, can be overlooked amid competing priorities. This article explains what typically triggers an initial employee benefit plan IQPA financial statement audit, what auditors expect to review, and how organizations can prepare effectively.

Naomi Allen, Client Accounting Services Intern at EHTC, sat down with us to talk about being selected for the MICPA's Richard Czarnecki Scholarship, her CPA journey, and her advice for fellow accounting students.

Should ERISA retirement plans be part of early merger and acquisition (M&A) discussions? Ideally, yes, given their complexity and the financial and regulatory implications of the plan’s final disposition. However, amid the competing priorities that sellers and buyers face during an M&A, tax-qualified retirement plans can become an afterthought. 

EHTC's 38th Annual Chipping for Charity golf outing raised a record amount in support of the Community Food Club, a West Michigan nonprofit grocery store dedicated to providing a dignified, member-based approach to food security for Kent County residents.