Forget the Dreaded IRS Audit, Businesses Should Fear EBSA

June 7, 2017

First Western Trust’s ERISA Consultant Eileen Shaw writes for ACG’s Middle Market Growth about important audits many businesses overlook. While most retirement plan sponsors are concerned about IRS aduits, they should be paying more attention to the Employee Benefits Security Administration (EBSA).

Read the article on middlemarketgrowth.org.

Insights

The Strategic Power of Wyoming Trusts for Lasting Legacy 

For high-net-worth individuals, true financial security isn’t just about what you own. It is about how your assets are structured and protected. Families […]

Learn more

March 2026 Market Commentary

February proved to be another busy month for investors. In addition to the typical cadence of economic data and earnings […]

Learn more

Week in Review: March 9, 2026

Recap & Commentary Markets ended the week lower, with the S&P 500 suffering its worst week since October, as events […]

Learn more

Rethinking Business Capital: The Strategic Power of Asset-Based Lending 

Business growth seldom follows a straight trajectory. Market fluctuations, supply chain challenges, and operational complexities can create unpredictable cash flow […]

Learn more

Week in Review: March 2, 2026

Recap & Commentary Markets (S&P 500) ended the week lower as concerns about AI and the sectors it might disrupt […]

Learn more

Ready to learn more?
Let’s have a conversation.

Embark on a banking experience tailored to your distinct path, focused on achieving personal and business financial prosperity.