Ideas to help nonprofits change workplace dynamics
Do you really want a level playing field? Check out these ideas that could help nonprofits change their workplace dynamics.
How to choose an auditor for the short- and long-term
During an audit, it’s essential that the auditor and the client communicate freely, exchanging ideas on how to address issues that arise, says J.W. Wilson of Clarus Partners. Here’s what to consider when choosing an auditor, the process of selecting an auditor and how to gauge the auditor’s performance.
What you need to know about proposed updates to Form 5500
ERISA imposes an annual reporting obligation on welfare and retirement benefit plans. In general this reporting requirement is met by annually filing a Form 5500. Find out how Form 5500s work and the proposed revisions that were recently announced from Frances Horn of JRG Advisors.
How the DOL fiduciary rule transforms retirement management
This past spring, the Department of Labor released a rule to address conflicts of interest when it comes to retirement advice, which will have far-reaching effects on the fiduciary landscape. Fragasso Financial Advisors’ Daniel J. Dingus discusses the rule and the impact it will have on investors.
Accion Labs demystifies its culture with transparency
Accion Labs has grown quickly, but in a service-based business, the ability to maintain quality is critical. It all comes down to maintaining the right work culture.
Creating unforgettable experiences that set your brand apart, deliver results
Events offer a chance for brands to engage consumers with one-on-one, face-to-face marketing, which means there’s more time to get the brand in consumers’ hands and create a dialogue. Event Marketing Strategies’ Jeff Milgrom shares what you need to know about experiential marketing tactics and event marketing strategies that create brand awareness.
Jeannette Specialty Glass weathers market storms with the right people
President and CEO Kathleen Sarniak-Tanzola added what some call a mom’s touch to Jeannette Specialty Glass. Her rules are simple: Play nice. Walk with a purpose. 24-hour response. Why, why, why. Pick up after yourself. Get organized.
Drafting employment, noncompete agreements to weather legal challenges
As quality employees become harder to find, employment and noncompete agreements are increasingly prudent for senior executives or key employees. Suzanne L. DeWalt of Sherrard, German & Kelly, P.C. discusses drafting employment and noncompete agreements that withstand legal scrutiny.
Caregivers need and deserve support: resources are available to help families, employers
A national AARP study indicates six in 10 of those caring for an older adult are employed, working an average of 34.8 hours a week.
What fuels boldness? It depends on heart
Even today, as I reflect on that decision, I often focus on the question of what fuels such boldness to go out on a limb and risk failure