『The 401(k) Audit CPA Success Show』のカバーアート

The 401(k) Audit CPA Success Show

著者： Summit CPA Group Anders CPAs + Advisors
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  • サマリー

  • 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
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エピソード
  • What to Ask Your 401(k) Auditor About New 2023 Audit Process Requirements

    What to Ask Your 401(k) Auditor About New 2023 Audit Process Requirements
    2024/05/20

    Topics discussed in this episode include:

    • How SAS 143 and SAS 145 can impact your 401(k) plan audit.
    • The considerations you need to take with your IT environment, even if either your plan or your IT work is managed by a third-party.
    • The consequences of changes to Form 5500 and why this change especially matters for companies hovering around the 100-participant threshold.

    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
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    28 分
  • Lessons Learned from the Department of Labor Audit Quality Study

    Lessons Learned from the Department of Labor Audit Quality Study
    2024/04/01

    Topics discussed in this episode include:

    • Top takeaways from the Audit Quality Study
    • Which sections of an EBP audit have the highest rates of errors
    • The questions to ask your audit firm to determine whether they have the experience your business needs

    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
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    46 分
  • 7 Tips to Become a Proactive Plan Administrator

    7 Tips to Become a Proactive Plan Administrator
    2024/01/31

    Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ 

    Topics discussed in this episode include:

    • Tips on defining roles within your 401(k) plan to promote more cohesion
    • The importance of access reviews and why access levels are an equally important part of the discussion
    • Benefits of a compliance calendar, plus tips to create one that helps you meet deadlines and improve processes
    • Why hiring an investment advisor could help improve participant satisfaction and be a part of your due diligence

    Episode resources:

    • Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
    • Learn more about the Anders 401(k) process and pricing.
    • Email our Director and 401(k) Audit Practice Leader, Kim Moore, with questions.
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    39 分

あらすじ・解説

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
政治学 マネジメント リーダーシップ 経済学
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