Menu

OUR EXPERIENCE

WE FOCUS ON YOUR FINANCIAL HEALTH

Burke Group | Focusing on your Financial HealthAt Burke Group we specialize in three main practice areas that directly affect the long-term financial well-being of individuals, organizations and communities: Retirement Plan Consulting & Administration, Actuarial Consulting, and Compensation Consulting.

To each of our practice areas we bring a sense of stewardship and dedication to true professionalism. To us that means we look after the interests of our clients as our own. And we seek to do the right thing in the larger sense of that phrase; to do what’s best not only for a particular client, but also to maintain a perspective that serves the greater good.

We’re confident that taking the long view and charting a course accordingly will continue to serve the best interests of our clients.

MAKING THE MOST OF YOUR MONEY

RETIREMENT PLAN NEWS

March-April 2016 Newsletter Topics:

  • Post-severance Compensation Revisited – We discuss whether post-severance payments made to employees could be used for qualified plan purchases, the the particulars of the rules, and how they may affect you.
  • Bankruptcy and Retirement Plans – Do you know how a bankruptcy can impact your retirement savings? Explore how current bankruptcy laws can affect your retirement plans.

Go to the Newsletter >

OUTSIDE INSIGHTS

pat

There’s more to relationships than networking

“The man who creates personal interest, is the man who gets ahead. Be liked and you will never want.” — Willy Loman in Arthur Miller’s “Death of a Salesman.” Willy Loman never did understand that there was more to success than being liked. A couple of years ago I was asked to give a talk on networking. I asked the organizer, why me? I believe networking as taught by many business gurus and commonly practiced in today’s marketplace is little more than professional panhandling. She snapped back, that’s exactly why we want you to give the talk. Seeing that I was now committed, I went to work putting together my [...]

LATEST INDUSTRY RESOURCE

29January

Avoid Unwanted Surprises with Quality Benefit Plan Audits

January 29th, 2016|

The U.S. Department of Labor conducted a 2015 study of the quality of Employee Benefit Plan (EBP) Audits for the 2011 filing year. They looked at who audits EBPs, the size of CPA firms performing them, the proportion of each CPA practice devoted to them and the overall quality of audits performed.  In doing so, they found that 61% of the audits performed were in line with Generally Accepted Auditing Standards (GAAS).  However, 39% of the audits contained major deficiencies which could jeopardize plan qualification and result in rejection of Form 5500. CPA firms who performed the most EBP audits had a 12% deficiency rate while those who performed the fewest had a 76% [...]