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Industry News

Financial Future: From Stress to Confidence Answering Your Top Questions During Times of Uncertainty

Recording of June 17, 2020 Webinar

Join Brickley DeLong for a discussion addressing top financial planning questions. Our partner, HK Financial Services (HKFS) is an industry leader bringing strategic financial planning to our top clients. We, along with HKFS experts, can develop custom financial plans, centered on what matters most to you. We bring together tax and retirement planning, asset and risk management, and more to assist you in reaching your long-term financial goals. Together, we can help address your worries, fears, and questions.

 

Our disciplined approach to planning leaves clients feeling comfortable and confident in the future, despite market volatility and business interruptions, as we plan for all the what-if scenarios. Above all, know you are an important client and we want to be here for you to help answer your individual questions. Please join us for this special webinar to get top questions answered.

 

Supreme Court Decision on Tibble v. Edison, 401(k) Lawsuit

On Monday, May 18, the U.S. Supreme Court came to its decision on Tibble v. Edison, a 401(k) lawsuit filed initially in 2007.  This lawsuit was brought on by employees against their employer’s 401(k) plan because of its high fees. Darla Mercado, in an article published in InvestmentNews, discusses the importance of the decision on this case, which confirms the responsibility for plan sponsors to periodically review fund performance, fee policies, quality of providers, etc.

Please read the full article about Tibble v. Edison at Investment News.

For more information on Brickley DeLong 401(k) plans or employee benefit plans, please contact Brenda Jacobs at (231) 726-5880 or bjacobs@brickleydelong.com

 

Brickley DeLong is a West Michigan Accounting Firm, offering personalized accounting services with offices in Muskegon, Hart, and Grand Rapids, Michigan. 

Internal Training Key to Improving Performance at Nonprofits

“It comes as no surprise that nonprofits have a continual pressing need for money, but some of the potential solutions to that challenge might be as easy as providing for internal staff training needs and reducing turnover.”

– See more of the article by Jane C. Simons at: http://mibiz.com/news/nonprofit-business/item/20727-gvsu-study-finds-internal-training-key-to-improving-performance-at-nonprofits

Affordable Care Act Features & Changes By Year

On March 23, 2010, President Obama signed the Affordable Care Act. The law puts in place comprehensive health insurance reforms that will roll out over four years and beyond. The Affordable Care Act was put into place to ensure any and all residents of the United States qualify and receive medical health insurance.  The Affordable Care Act has had some changes so please see the link below for an interactive timeline of changes from 2010-2014.

http://www.healthcare.gov/law/timeline/index.html

 

Five Tips if Your Name Has Changed

“If you were married or divorced and your name has changed sometime in the last year, be sure to notify the Social Security Administration before you file your taxes with the IRS. If the name on your tax return doesn’t match SSA records, the IRS will flag it as an error and that may delay your refund.”  If your name has changed at all please check out this article.
http://www.irs.gov/uac/Newsroom/Five-Tips-if-Your-Name-Has-Changed