By Debbie Herbert, CPA, Director at Blue & Co. Have your plan auditors ever asked you for plan governance committee meeting minutes or agendas? There’s a good reason for that. […]
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By Debbie Herbert, CPA, Director at Blue & Co. If your defined contribution plan has a vesting schedule for employer contributions, you may be familiar with the term ‘forfeitures.’ In […]
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By Holly Fields, CPA, Senior Manager at Blue & Co. For 2024, the Internal Revenue Service (IRS) increased plan limitations to reflect cost of living adjustments. Below are some of […]
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By Holly Fields, CPA, Senior Manager at Blue & Co. For 2024, the Internal Revenue Service (IRS) increased plan limitations to reflect cost of living adjustments. Below are some of […]
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By Jackie Emert, CPA, MST, Tax Manager and Amy Sandlin, CPA, Tax Senior Manager at Blue & Co. Have you heard about the SECURE Act 2.0? It builds on the […]
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Recent changes by the U.S. Department of Labor to the Form 5500, Form 5500-SF, and related instructions will impact future audit requirements for employee benefit plans. Understanding the Plan Audit […]
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Although all benefit plan audits involve complexities, a first-year audit can seem especially daunting. With decades of experience serving employee benefit plans, Blue & Co. works as a team with […]
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CARMEL, Ind. (January 5, 2023) – Blue & Co., LLC and Blue Benefits Consulting, Inc. are delighted to share that Mickie Murphy, CPC, QKA, QPA, QKC, ERPA, has been named […]
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SAS No. 136 and Employee Benefit Plans: What is a Reportable Finding? Plan management and plan sponsor personnel have likely heard from their auditors about auditing standard changes impacting their […]
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The world of pharmacy benefits continues to get more complicated, and that is unfortunately not an accident. Pharmacy benefit managers, also known as PBMs, such as Optum, CVS Health, and […]
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Join our Post Acute Care team of experts for informative webinars throughout 2026. January January 22, 2026 – 1pm: The New Era of Falls with Major Injury Measurement: What SNFs […]
Critical Access Hospital (CAH) Method II Claim Updates Effective January 1, 2026, Critical Access Hospital (CAH) Method II claims will be denied if the Attending & Rendering providers have not […]
As 2025 draws to a close, veterinary practice owners are focused on positioning their businesses for optimal tax outcomes and avoiding year-end surprises. One of the most common questions we […]
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