Couverture de The 401(k) Audit CPA Success Show

The 401(k) Audit CPA Success Show

The 401(k) Audit CPA Success Show

De : Summit CPA Group Anders CPAs + Advisors
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Do you have 100 eligible participants in your 401(k) plan? If so, you might need a 401(k) audit. Anders CPAs + Advisors helps make the audit process as smooth as possible for companies across the United States. This podcast seeks to help companies learn everything they need to know about 401(k) audits, the audit process, and what you need to look for when searching for a 401(k) auditor. Tune-in monthly as Kim Moore, Director + 401(k) Audit at Anders, and special guests share the knowledge and experience acquired from decades of experience performing 401(k) audits. We'll answer some of the most common questions like does my company need a 401(k) audit? What do we need to do to prepare for a 401(K) audit? And much, much more.2019-2022 Anders CPAs + Advisors Direction Economie Management Management et direction Politique et gouvernement Sciences politiques
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    Épisodes
    • Preparing Your Plan for New Secure Act 2.0 Provisions
      Dec 30 2024

      Topics discussed in this episode include:

      • Key upcoming provisions and their effective dates
      • Strategies for evaluating and implementing plan changes
      • Why documentation is so important for compliance
      • How to prepare for plan amendments by the end of 2026
      • Education and communication strategies for plan participants

      Episode resources:

      • Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
      • Learn more about the Anders 401(k) process and pricing.
      • Request a 401(k) audit consultation
      Afficher plus Afficher moins
      42 min
    • Working with a Third Party Administrator or Recordkeeper on Your 401(k) Plan
      Nov 25 2024

      Topics discussed in this episode include:

      • Practical tips to avoid common errors in census preparation
      • What steps to take if a test is failed
      • How to correct for plan administration errors
      • Best practices for maintaining documentation

      Episode resources:

      • Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
      • Learn more about the Anders 401(k) process and pricing.
      • Request a 401(k) audit consultation
      Afficher plus Afficher moins
      43 min
    • Best Practices for Filing a Late Form 5500
      Oct 14 2024

      Topics discussed in this episode include:

      • What to ask a potential audit firm
      • The federal communications to look out for and what to do when they arrive
      • How to determine if an audit firm is the right fit for you
      • Tactics to prevent future late filings

      Episode resources:

      • Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
      • Learn more about the Anders 401(k) process and pricing.
      • Request a 401(k) audit consultation
      Afficher plus Afficher moins
      40 min
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