Summit CPA Group recently merged its practice with Anders CPAs + Advisors (Anders). Together, we are creating an even more seamless experience to help clients stay compliant when it comes to 401(k) Plan Audits.
The "legacy" Summit team specializes in performing 401(k) plan audits virtually. Because of the way we utilize technology, we can perform these audits anywhere, at any time. Our bench strength allows the team to effectively guide you through the complex process.
Anders has extensive audit experience to help you understand employee benefit plan requirements through ERISA, the Department of Labor and the IRS. Using limited- and full-scope financial statement audits, we can spot opportunities for savings and streamlining operations. We are members of the AICPA Employee Benefit Plan Audit Quality Center (EBPAQC) and the International Foundation of Employee Benefit Plans.
This guide outlines: