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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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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The 340B Drug Pricing Program is more than a pharmacy benefit; it is a lifeline for vulnerable communities and patients. However, as federal scrutiny and manufacturer challenges intensify, maintaining program […]
By Joell Grisel, CPA, Director at Blue & Co. Financial technology keeps evolving at a pace that is hard for many not-for-profits to keep up with. At Blue & Co., […]
In early April 2026, a notice was sent from CMS to each MAC regarding the April 30th, 2026, release of the final FY 2027 wage index data PUFs. May 29th, […]
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