Knowledge and Insights
Offering resources and insights that help clients and communities
One of the ways Mercadien accelerates client and community success is by continually enhancing and sharing knowledge. By offering our expertise and thought leadership on key business and industry trends and issues, we’re a better resource to you. It benefits everyone to keep minds sharp and fingers on the pulse of what’s critical in today’s dynamic environment.
We’re pleased to provide articles, news, and information to help you stay up-to-date on topics affecting your organization; learn about best practices and processes in relevant fields; and simplify the business and financial complexities you may face.
UPCOMING EVENTS
Complimentary webinar - strategic tax planning for businesses in 2025!
February 13, 2025 | Virtual | 12 - 1 PM
How Federal Agencies Can Overcome Common Challenges in Grant Management
January 10, 2025 | By: Digesh PatelGrant management is an important cornerstone of many federal agencies. Doing it well enables grant-funded organizations to provide essential services to populations that need them. But it’s not always easy.…Read More
10 Transaction Monitoring Best Practices for Loan Guarantee Management
January 10, 2025 | By: Salvatore ZerilliFor loan guarantee programs, effective transaction monitoring helps mitigate risks, ensure compliance, and safeguard taxpayer interests. As regulatory environments shift and new challenges emerge, agencies will need to adopt robust…Read More
How Federal Government Shutdowns Affect SBA Lending
January 7, 2025 | By: Salvatore ZerilliNearly all of us were following the news headlines or stories about the recent federal government shutdown and wondering when it would be over. While the duration and visibility of…Read More
Preparing for an ERISA 103(a)(3)(C) Audit: A Guide for First-Time Plan Sponsors
December 19, 2024 | By: Stephen NoonNavigating an Employee Retirement Income Security Act (ERISA) 103(a)(3)(C) audit can be challenging, especially for plan sponsors who have never undergone a plan audit before. However, with proper preparation and…Read More
Best Practices & Fiduciary Responsibilities for Employee Benefit Plan Sponsors
December 19, 2024 | By: Stephen NoonIn today’s competitive job market, offering comprehensive employee benefit plans can be a game-changer for attracting and retaining top talent. However, sponsoring an employee benefit plan comes with a set…Read More
Selecting the Right Service Providers for Your Defined Contribution Retirement Plans
December 19, 2024 | By: Benjamin McDannellIn the complex world of Defined Contribution (DC) retirement plans, the selection of service providers for custodial and recordkeeping services is a critical decision that can significantly impact the plan’s…Read More
Mercadien Hosts Day of Service Supporting Local Nonprofits & Children
December 19, 2024Princeton, NJ & Philadelphia, PA – On December 6, 2024, Mercadien, a regional CPA and advisory firm, celebrated its Annual Day of Service by participating in various activities to support…Read More
Fraud Week is Here! Why Should You Care?
November 19, 2024 | By: Jenniffer FoxFor the last twenty-four years, the Association of Certified Fraud Examiners (ACFE) runs a week-long campaign encouraging business leaders and employees to proactively take steps to minimize the impact of…Read More
Revised OMB Uniform Guidance Updates
October 15, 2024 | By: Lovepreet ButtarThe latest overhaul of the federal grant guidelines went into effect on October 1, 2024. The guidance from the Office of Management and Budget is meant to enhance clarity and…Read More