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If employees are not properly trained, no amount of spending can prevent a breach, according to cybersecurity expert Jonathan Hard.

Bill Tsotsos is business development strategist at Encinitas, Calif.-based BD Consultants, which provides value-added strategies for CPAs and advisors. Reach him at (951) 834-2023 or billtsotsos@gmail.com.

Andy Sieg, head of the firm, says that "operational changes" are possible if the rule is delayed or overturned.

Janel is a benefit consultant, chair of Conrad Siegel Actuaries' defined contribution committee, and an investment adviser representative for Conrad Siegel Investment Advisors, Inc. She specializes in providing consulting for all types of defined contribution retirement plans including 401(k) plans, ESOPs, and profit sharing plans and works with private sector employers and tax-exempt organizations.

How IRA conversions can come at a steep price for clients. Plus, ways to dodge a surprise bill from the IRS.