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Thought Leadership

When it comes to thought leadership and staying informed, we’ve got you covered. See below for recent articles, webinars, and downloadable resources available.

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Plan governance committee meeting

Benefit Briefs: Plan Governance Committee Meetings

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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Benefit Briefs: Navigating Forfeitures in Defined Contribution Plans: Compliance, Usage, and Regulatory Considerations

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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2024 retirement plans

Benefit Briefs: 2024 Retirement Plan Limits

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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employee benefit plan paperwork

10 Ways to Ensure Success in a First-Year Employee Benefit Plan Audit

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 […]

Learn More

Webinars

Plan governance committee meeting

Benefit Briefs: Plan Governance Committee Meetings

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. […]

Learn More

Benefit Briefs: Navigating Forfeitures in Defined Contribution Plans: Compliance, Usage, and Regulatory Considerations

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 […]

Learn More
2024 retirement plans

Benefit Briefs: 2024 Retirement Plan Limits

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 […]

Learn More
employee benefit plan paperwork

10 Ways to Ensure Success in a First-Year Employee Benefit Plan Audit

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 […]

Learn More