5500 Day

It's the 5th of the Month so it's 5500 Day.

Having just hit my one year anniversary as Hawaii5500 LLC, here are 5 thoughts:

1.  Mahalo to my clients and referral sources who have continued to do business with me and refer new business to me

2.  Please remember to exclude social security numbers from unencrypted files and emails

3.  Have you reviewed your retirement plan related fees for their reasonableness?

4.  Wrap Plan documents for health and welfare benefit plans have multiple purposes.  Contact me if you'd like to learn more.

5.  Finally, mahalo to past mentors and role models who have helped me (sometimes inadvertently) get where I am today to be able to provide compliance services to my clients