Edie Russo

The View from the Summit: See Something, Say Something—or an Auditor Will

By Edie Russo 3/14/2024

This session was led by Ed Salyers, who worked over 30 years with the IRS before opening his CPA firm. Attendees aware of his experience clearly appreciated his presentation, in which he explained how plan sponsors, administrators, and TPAs should respond if/when the IRS sends a pre-exam... READ MORE

Auto-Enrollment Plans: Issues, Benefits, Concerns

By Edie Russo 12/21/2022

Since the Pension Protection Act (PPA) was passed in 2006, automatic enrollment in plans including 403(b) and governmental 457(b) has been an issue of consideration for plan sponsors. A number of states have also passed legislation permitting automatic enrollment and automatic escalation, some in... READ MORE

You are here

Edie Russo

Most Popular