Emily is a partner in the Indianapolis office and serves as the firm’s Employee Benefit Plan Services Director. With over 20 years of experience in audit* and tax services for employee benefit plans, Emily specializes in 403(b) plans and currently oversees more than 60 benefit plan audits and related filings. She is also an active member of the AICPA Employee Benefit Plans Expert Panel, contributing her expertise to the advancement of audit quality in the industry.
March 26, 2025 - Nonprofit organizations should be aware of a SECURE 2.0 Act provision that could impact certain 403(b) plans, especially those that exclude employees working less than 20 hours a week (1,000 hours annually). Learn about the issue and recommended action items.
December 14, 2021 - If your organization sponsors a large employee benefit plan and is subject to an audit*, be aware of these six employee benefit plan responsibilities you have under new auditing standard SAS 136.
An annual review of your organization's employee retirement plan can help you meet your fiduciary responsibilities and avoid mistakes.
The IRS announced that 401(k) plans and similar employer-sponsored retirement plans can make loans and hardship distributions to those affected by Hurricanes Harvey and Irma.
If your organization sponsors an employee retirement plan, you are responsible for complying with the complex standards and regulations. It’s vital to understand what your responsibilities as the plan sponsor are, versus the responsibilities you may contract out.
The Supreme Court has ruled that a plan maintained by a “principal-purpose” organization qualifies as a “church plan,” regardless of who established it. What does this mean for your Christian nonprofit organization and its retirement plan?
Many nonprofits aren’t aware that they may need to file Form 5500 for their health and welfare plans. This post explains the requirements.
The minister's housing allowance is a unique tax component that can provide substantial benefit to qualifying employees. However, many nonprofits don’t realize that including this nontaxable allowance when calculating retirement plan contributions could have significant consequences. Here's what you need to know.