Business 401(k) Plan: Keys to Successful Operation and Management of Your Company’s Retirement Plan

Join the CEO Daniel Rodriguez and COO Joy Hodgson of CRI TPA Services as they discuss common compliance errors, corrections, and best practices for plan sponsors operating a 401(k) or 403(b) plan. Issues that can occur in the smallest and largest of retirement plans, such as participant notices, late employee deferral deposits, and missed enrollments […]

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Gone Phishing: Defending Your Organization Against Social Engineering

In this first installation of CRI’s “Gone Phishing: Defending Your Organization Against Social Engineering” series, CRI’s Director of IT Audits and Assurance, David Mills, and CRI Partner Tyler Mills, CISA, CISSP, will discuss the various social engineering attack techniques, why they are exceptionally dangerous, examples of recent attacks, and an overview of how you can […]

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the big BEND summit

The big BEND summit (building enterprising nonprofit development) is focused on helping nonprofits go beyond sustainability to becoming thriving organizations through alternative fund development options.  Leaders in the nonprofit and business sector, from board members to executive directors, will learn how to diversify their revenue streams through grants, social enterprise, donor cultivation, capital/annual campaigns, endowments, sponsorship, special […]

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The Five Things that Threaten Your Workplace NOW! (and what to do about them)

The “new normal” continues to fluctuate; employees are restless and leaders who were primed to navigate a brief time of uncertainty are now wrestling with unknowns that threaten to extend into months or longer. The current uncertainty gripping our workforces has entered a new stage – one of chronic coping rather than mere short-term pivoting. […]

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Accounting Outsourced

The Whens, Whys, and Benefits for Your Organization: Most business owners will, at some point or another, find themselves in a position where they need to find a way to do more with less—as we all know, resources are not limitless! Totally or partially outsourcing your internal operations for timely and reliable accounting, tax, compliance, […]

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