- Should you heed the siren song of third-party
firms.
There is a groundswell of interest in the financial services community in partnering with or acquiring third-party administrators. Banks, insurance companies, large employee benefit consulting firms, brokerage firms--even investment management firms--are looking at these specialized companies as avenues to new customers, new markets and increased profits, along with indirect access ......
- PEOPLE.
Newsmakers Accounting & Consulting Wes Nutten and Walt Gorsey have joined Desmond, Marcello & Amster, a consulting firm in Los Angeles. Gorsey has been named chief operating officer. He has spent the last 10 years providing interim COO services to a variety of companies. Nutten, who has been appointed a ......
- Period of adjustment: CPAs are finding ways to put
auditing and consulting on different sides of the conflict-of-interest
dividing line.
EXECUTIVE SUMMARY * THE NONAUDIT SERVICES Sarbanes-Oxley prohibits CPAs from providing to their public company audit clients are bookkeeping or services related to the accounting records or financial statements of the client; financial information systems design and implementation; appraisal or valuation services, fairness opinions or contribution-in-kind reports; actuarial services; internal ......
- Multi-division firm settles into new structure
UTICA - Two local firms are now operating as one all-inclusive-benefit-plan administration and consulting unit. Benefit Plans Administrative Services, Inc. (BPAS), also known as BPA-Harbridge, has two subsidiaries: Benefit Plans Administrative Services, LLC (BPA) and Harbridge Consulting Group, LLC. The parent company was founded when Harbridge joined BPA in 2003....
- Relief for HR.
Many companies are wasting effort by not taking full advantage of the services available to them from their defined benefit or defined contribution retirement plan providers, according to a new survey, Diversified Investment Advisors' Report on Retirement Plans. The survey found that 39 percent of companies devote the equivalent of ......
- Establishing a defined-benefit plan to maximize
contributions for older shareholder-employees.
A defined-benefit (DB) pension plan is designed to provide a definitely determinable annual retirement benefit in the form of a pension. The benefit is calculated using the plan s benefit formula and must be funded during the employee's working years. The computation of the annual contribution needed to provide this ......
- Employee benefitsconsultants/managers.
EMPLOYEE BENEFITS CONSULTANTS/MANAGERS Ranked by number of L.A. County employees involved in employees benefits services Rank Company (Ranking in 2006) Employees * name (L.A, County/total) * address * benefits consultants * Web site * total employees 1 Deloitte & Touche USA LLP (1) 204/9,233 350 S. Grand Ave., Suite 200 ......