Jessica Rizzo

Jessica Rizzo
Jessica is a former employee of CRR.

Recent Posts

401(k) Plan Audits - Part 3: Limited Scope vs. Full Scope Audits

As we discussed in the first post in our 3-part 401(k) plan audit blog series, companies that have an employee benefit plan with 100 or more participants are required by ERISA (the Employee Retirement Income Security Act of 1974) to have an annual audit by an independent public accountant. However, in many cases plan managers may choose to engage in a limited-scope audit instead of a full-scope audit. In this last post in our series on 401(k) audits, we’ll discuss the differences between limited scope and full scope audits, and how to tell which is right for your company.

401k Plan Audits – Part 2: What Do Auditors Review?

When a business reaches a certain number of eligible participants for their 401(k) Plan, federal law requires an independent audit of the Plan. While larger companies may be familiar with this process, many small business owners may find themselves in uncharted territory the first time their number of eligible participants increases above the threshold amount. In this second blog in our 3-part series, we’ll discuss what auditors review during a 401(k) Plan audit.

401k Plan Audits – Part 1: Does Your Company Require One?

When a business reaches a certain number of eligible participants for their 401(k) plan, federal law requires an independent audit of the plan. While larger companies may be familiar with this process, many small business owners may find themselves in uncharted territory the first time their number of eligible participants increases above the threshold amount. In this 3-part blog series, we’ll cover the basics of 401(k) plan audits.

6 Ways to Keep Your Personal Information Secure Online

It has been one year since the COVID-19 pandemic has flipped everyone’s day-to-day life upside down. We have had to change the way we do many things, including finding new ways of completing tasks that were once done in person. A lot of what we do now is being conducted via the internet and online portals. We hear in the news about data breaches and online hackers, but how can you personally protect your information online? There are a few easy tasks that one can complete to ensure they are doing everything in their power to keep their information secure:

1099 Filings: Upcoming Deadlines and Important Changes for Businesses

As a CPA firm, we prepare 1099 forms for many of our clients, and as the deadlines for these filings approach, we thought it would be beneficial to provide an overview of the 1099 process and upcoming deadlines, as well as some important changes that take effect this year.

A New Twist on Fraud Prevention: Don't Abbreviate the Date!

Fraud is nothing new. In today’s world, we are used to guarding against phone scams, email hackers, and online credit card and identity theft. But as we enter a new decade, fraud experts are advising against a new danger—abbreviating the date.