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The deadline to complete a rollover of a qualified retirement plan or individual retirement account distribution is generally the 60th day after the date of distribution receipt. However, the 60-day rollover period is extended under certain circumstances, including a provision introduced by the Tax Cuts and Jobs Act.

Is your financial organization familiar with the changes the SECURE Act has made to the rules applicable to certain IRA beneficiaries? Diana Theis, Senior Specialized Consultant at Wolters Kluwer, provides a general overview.

“Where there is data smoke, there is business fire” warned Thomas C. Redman in his book Data Driven yet only half of audit teams are performing data analytics on every audit, according to Wolters Kluwer’s Touchstone Research for Internal Audit

Internal auditors with a background in IT or data analytics are in high demand these days. But finding internal auditors with this type of skill set is hard, and retaining them is even more challenging.