News & Resources

What Happens When the Department of Labor Audits an ERISA Plan?
Question: Our organization sponsors both health and retirement plans that must comply with the Employee Retirement Income Security Act (ERISA). We recently received a request from the U.S. Department of Labor...

Distinguish Your Company’s Elite: Follow the Pareto Principle
Even in America, not all customers are created equal. If you apply the "Pareto Principle" to your sales department, you're likely to make two discoveries: 80% of your Without a strategy...

How Intended Uses May Affect an Expert’s Value Conclusion
What is the value of my business? That's the question every business owner wonders from time to time. But the correct answer varies depending on the purpose of the appraisal. Different rules...