Partner Glenn Eyrich and Director of IT Brian Isenstein discuss the Department of Labor's (DOL) cybersecurity guidance and its implications for employee benefit plans.

They cover written cybersecurity programs, annual risk assessments, third-party vendors, employee training, and the need for ongoing cybersecurity attention—not a one-time effort.

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Partner Mary Margaret Prange joins Director Felicia Smith to talk about accurate employer reporting and what plans can do before problems show up in a payroll audit. They discuss collection policies, employer training, audit timing, and common reporting issues that can lead to findings later on.

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If you’ve ever wondered why your audited financial statements don’t line up exactly with your Form 990, you’re not alone. In this episode, Calibre Partner Lila Leno and Tax Director Erin Cranmer break down how functional expenses are reported under GAAP versus tax rules—and why differences can happen, even when the underlying data is the same, with a closer look at what’s driving those differences behind the scenes.

They also share what auditors look for, where organizations tend to run into trouble, and how to approach allocations in a way that holds up under both audit and public scrutiny.

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