Apple Growth Partners

Susan Burnoski

Benefit Plan Advisory Alert: Empower Qualification in Service Organization Control Report, Potential Impact to MassMutual Plans

By Danielle Kimmell, CPA, and Susan Burnoski, CPA Plan sponsors and administrators have a fiduciary responsibility to monitor any outside service organization (OSO) utilized in the administration of their retirement plans. This includes understanding and monitoring internal controls and, in most cases, the OSO provides a Service Organization Control (SOC) Report. The SOC informs plan sponsors …

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Ep79: Supporting Working Moms

We know the pandemic has been rough on everyone. Still, recent articles from NPR, The Washington Post, Rolling Stone, and CBS News have reported concerning statistics on working moms’ impact. Moms are often the “go to” for everything, which now means virtual school, hybrid schooling, working from home, providing childcare to younger kids with daycares closed, and …

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Apple Growth Partners Adds Female Executives to Leadership Team

AKRON, Ohio – (June 12, 2020) – Apple Growth Partners (AGP), award-winning accounting and business advisory firm, has announced two recent appointments to the leadership team. Susan Burnoski, CPA, and Christine Waltjen, CPA, have joined the firm’s Executive Committee. Susan Burnoski, CPA, is a principal and director of audit and assurance. Burnoski joined AGP more …

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Understanding the SECURE Act

By Susan Burnoski, CPA | Principal, Audit & Assurance Congress recently signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act, resulting in easier savings for retirement and expanding access to more Americans. Retirement experts are calling the SECURE Act the most comprehensive retirement legislation over the last 10 years. The SECURE …

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Apple Growth Partners’ Susan Burnoski Named Forty Under 40

CLEVELAND, Ohio – (October 2, 2019) – Apple Growth Partners (AGP), award-winning accounting and business advisory firm, is proud to announce Susan Burnoski, CPA, has been named one of Crain’s Cleveland Forty Under 40 recipients in 2019. Burnoski is a principal and director of the audit and assurance department. The Crain’s Cleveland Forty Under 40 …

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Ep20: Mastering Employee Healthcare Plans

With regulations for providing healthcare plans to employees changing what seems like daily, we have two experts talking to us today about how business owners can wrap their heads around employee sponsored healthcare plans. Sue Peirce and Susan Burnoski join Chuck & Brittany today to tell us the requirements for offering healthcare to employees, how …

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Treasury Department Issues New Guidance for Health Plans

By Susan Burnoski, CPA | Principal, Audit & Assurance If your company offers a high-deductible health plan (HDHP), an HDHP with a health savings account (HAS), or is considering an HDHP, the Treasury Department just announced additional allowable preventive care benefits, effective January 1, 2020. This notice increases the services that can be covered as …

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Two New HRAs Available Jan. 1 for Employers

By Susan Burnoski, CPA | Principal, Audit & Assurance As of January 1, 2020, there are two new health reimbursement arrangement (HRA) alternatives for employers to consider. However, due to notice requirements, you need to begin the process now. Individual Coverage HRA (ICHRA) If the individual purchases ACA-compliant health coverage, an employer of any size …

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Don’t Fall Behind on Contribution Deposits

By Susan Burnoski, CPA | Director/Senior Manager, Audit & Assurance Employers that offer a defined contribution plan, either a 401(k) or a 403(b) plan, need to ensure employees’ payroll contributions are deposited into their retirement account in a timely manner. This task may seem minor, and in some cases obvious, in the range of a plan …

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Don’t Miss this Critical Component of 401(k) Plans

By Krista Steedly, MAcc The beginning of the new year marks an opportune time for plan sponsors to review their 401(k) plans. One area that should be reviewed is the plan’s forfeiture account. This is an often-forgotten aspect of plans, but it is imperative plan sponsors understand forfeitures and make sure they are handled in …

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