3700 Old Redwood Hwy Ste 200, Santa Rosa, CA, United States of America, 95403
Feeds
Minimizing Fiduciary Risk for Retirement Plan Sponsors
Many successful financial institutions spend time developing a strategic plan and adapting it to their changing economic and competitive landscape as well as controlling expenses and managing the risks that could seriously impact their profitability. Why then, when it comes to retirement plans, are these same activities often overlooked by the retirement plan fiduciaries?
In this edition:
• Why plan activities are often overlooked
• Best practices for fiduciaries
• The US Department of Labor (DOL) fiduciary code of conduct
Read this month's issue of MA Now: Financial Services, where Areti Moularas and Ryan Franklin explore the benefits of taking an active role in overseeing your company's retirement plan.
MA Now: Financial Services is written and edited by assurance, tax, and consulting thought leaders at Moss Adams LLP. Its goal is to provide key financial and operational insight into issues specific to your industry. Subscribe here. Are there topics you’d like to see us cover? Share your feedback with us.
Visit our Insights & Resources page to read more issues of MA Now.
For more information, please contact our contributors:
Areti Moularas
Senior Manager
Financial Services
(360) 685-2294
Ryan Franklin
Financial Advisor, CFP®, CPA/PFS(509) 834-2458
Or visit our Web site:
www.mossadams.com
About
Moss Adams LLP has been in business for more than 104 years. The 11th largest accounting and consulting firm in the United States, Moss Adams is the largest headquartered in the West. With more than 27 locations in Washington, Oregon, California, Arizona, New Mexico, Kansas, and Texas, our staff of over 2,600 includes more than 260 partners, we are ready to serve you.
Our Wine Industry Group
Moss Adams’ commitment to providing business solutions to vineyards and wineries of all sizes starts with the professionals who make up our team. Each specialist has proven business and finance expertise coupled with deep knowledge and experience in the wine industry.
We offer a wide variety of accounting, tax, and business consulting services tailored to meet the specific needs of today's wineries and vineyards.
Find out why more than 300 wine industry clients trust our team, from start-up to maturity. We're more than an just an accounting firm to our clients. We're a trusted advisor.
Contact
Contact List
| Title | Name | Phone | Extension | |
|---|---|---|---|---|
| Business Development Executive | Jim Pidgeon | jim.pidgeon@mossadams.com | 415-677-8222 | |
| Wine National Practice Leader | Jeff Gutsch | jeff.gutsch@mossadams.com | 707-535-4109 | |
| Business Development Executive | Ted Grafe | ted.grafe@mossadams.com | 707-535-4146 | |
| Tax Partner | Michael Ricioli | michael.ricioli@mossadams.com | 707-535-4142 |
Location List
| Locations | Address | State | Country | Zip Code |
|---|---|---|---|---|
| Moss Adams LLP | 3700 Old Redwood Hwy Ste 200, Santa Rosa | CA | United States of America | 95403 |
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