Guidance for Growth

Advisory Watch2024-06-20T13:55:38-04:00

Best Practices: Assess Investment Portfolio Risk and Return Using Benchmarks

In this article, we’ll discuss recommendations from the Government Finance Officers Association (GFOA) about best practices for measuring portfolio risk and return against market indexes and benchmarks.

November 16, 2023|Categories: Audit & Assurance, State and Local Government|Tags: |

IRS Delays Roth Catch-Up Contribution Rule

The IRS has delayed the new Roth catch-up contribution rule for high earners until 2026. This change provides a strategic window for retirement planning, especially as fewer than 20 percent of eligible employees still don’t utilize catch-up contributions.

November 15, 2023|Categories: Retirement, Tax: Business|Tags: |

Navigating the Compliance Maze: A Government Contractor’s Guide to 401(k) Nondiscrimination Testing

As a government contractor, it is vital to possess a comprehensive understanding of the regulations governing 401(k) plans and the intricacies of nondiscrimination testing. While these retirement savings plans are commonly offered by employers, it is imperative to meet specific requirements to maintain their tax-deferred status.

November 14, 2023|Categories: Government Contracting, Retirement|Tags: |
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The content of these articles are accurate as of the date noted below each article. Always ensure you are reviewing the most recent information available. Contact your tax advisor if you need clarification.

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