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Insights

Mercadien Webinar Replay: SECURE & CARES Acts – Impacts on Your Retirement Plan

Peter Ponzio, CPFA, Senior Vice President of Penn Investment Advisors, Inc. & Melissa B. Kurtzman, Shareholder & Co-Chair, Employee Benefits Practice Group of Littler presented a webinar SECURE & CARES Acts – Impacts on Your Retirement Plan on Thursday, May 28th. During the webinar, they went over: The Rules & Effective Dates of the Acts…

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NJEDA Update: Small Business Emergency Assistance Grant Program – Phase 2 Info Now Available

The New Jersey Economic Development Authority (NJEDA) recently announced $50 million in new funding and broader eligibility criteria for the Small Business Emergency Assistance Grant Program. Under the newly-expanded program, which will provide grants up to $10,000 for COVID-impacted businesses, a wider variety of businesses will now be eligible, including home-based businesses and sole proprietorships.…

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Mercadien Webinar Replay: Interpreting FFIEC BSA/AML Manual Updates

Manager Joseph Galdo, CPA, CFE, CAMS, and Supervising Senior Chrisitina Richardson, CAMS, presented a webinar Interpreting FFIEC BSA/AML Manual Updates on Thursday, May 21st. During the webinar, they went over: The purpose/history of the FFIEC BSA/AML Manual Impact of COVID-19 on customer behavior Key takeaways Specific updates to the manual How these changes will affect…

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