Emily serves as Employee Benefit Plan Services Director at CapinCrouse and Partner, CRI Advisors, LLC†, Partner, CRI Capin Crouse Advisors, LLC†, and Partner, Capin Crouse, LLC*. Emily joined CapinCrouse in 2009, bringing with her nine years of experience at a Big Four accounting firm. Specializing in audit and other attest services, she works with a diverse range of nonprofit clients. Emily also is a member of the AICPA Employee Benefit Plans Expert Panel and previously served on the AICPA Employee Benefit Plan Audit Quality Center Executive Committee.
April 29, 2026 - The minister’s housing allowance comes with many considerations, including when calculating retirement plan contributions. Learn how to avoid and correct potential errors that could jeopardize your plan’s tax-exempt status.
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.