Recent Blog Posts

Keeping a Testing Calendar So Deadlines Don't Sneak Up on You

A testing calendar does not replace technical administration, but it can make a business owner’s compliance responsibilities more visible.

Banks steady the tape, chips wobble, indexes drift as earnings season opens

U.S. stocks finished little changed as a steady—if mixed—start to bank earnings met a fresh wobble in semiconductors.

Coverage Testing Explained: Making Sure Your Plan Serves the Right Employees

A retirement plan is built around eligibility and participation rules, but those rules also create a compliance-testing question: whether the plan is benefiting the employee groups it is designed to serve under applicable requirements.

GOOD NEWS FROM MEMPHIS - GOOD NEWS FOR MEMPHIS OCTOBER 13, 2026

Let’s keep sharing the good news!I know many of you are on fall break, but the good news in Memphis doesn’t stop. So we need to keep sharing it FOR MEMPHIS.

Highly Compensated Employees: How the Definition Affects Your Testing

During October’s compliance-testing focus, the definition of a highly compensated employee is an important item for business owners to understand at a high level.

Oil-fueled rotation lifts the Dow while chip selloff weighs on the Nasdaq

Stocks chopped into the close as rising crude and a memory‑chip slump split the tape: the Dow rose, the S&P 500 was little changed, and the Nasdaq slipped, with traders staying cautious ahead of midweek inflation data and the bank-earnings kickoff while the bond market was shut for the holiday.

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