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CARES Act – What Does it Mean for 401(k) Plan Sponsors?

Congress has passed a bill in both houses for Coronavirus relief. The Senate bill named the Coronavirus Aid Relief and Economic Security (CARES) Act is primarily aimed at employer and..
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Topics: 401k plan

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Coronavirus Pandemic – Service Provider and Investment Advisor Questions

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The SECURE Act/Opinion Letter Changes

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Topics: 401K Audit

So, You Need an Audit – Is a Virtual Audit Possible?

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Our Top Five 401(k) Blogs for February 2020

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Plan Sponsor Guide for 401(k) Plans During the Pandemic

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What is a 401(k) Plan fiduciary?

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Audit Sampling for Your 401(k) Plan

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Your Guide to Form 5500

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Necessary Information to Complete Your 401(K) Audit

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What companies must know before the 401(k) audit deadline

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Monitoring Controls for a 401(k) Plan

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7 Unique Terms Used in the Employee Benefit Plan Industry

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Why is an SOC Report Important to Your 401(k) Plan?

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Our Top Five 401(k) Blogs for January 2020

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AICPA Employee Benefit Plan Audit Quality Center

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Distinguishing an knowledgable 401K Auditor

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401(k) Forfeiture Accounts Contributions

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401(k) Plan: Full Scope or Limited Scope 401(k) Audit?

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Failing the 401(k) Non-Discrimination Testing

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What is the 80 – 120 rule?

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Why Your 401(k) Plan Needs a Fidelity Bond

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Step 2-After You Select a Benefit Plan Auditor

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Conduct Your 401(k) Audit Virtually

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Tracking Your 401(k) Plan Participants

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Reviewing Your 401(k) Plan Non-Discrimination Testing

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It's Time to Update Your 401(k) Plan Sponsor Contact Information

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It's Time to Set-Up Your 401(k) Compliance Calendar

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Our Top Five 401(k) Blogs for December 2019

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Summit CPA Group Can Help Streamline Your 401(k) Audit

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What is a 401(k) Plan Census?

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Red Flag Issues on Your Form 5500

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401(k) Plan Distributions

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Prepare for Your 401(k) Plan Year-end

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Our Top Five 401(K) Audit Blog Posts for November 2019

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New! SECURE Act Update

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Document Retention During a Business Transition

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Investment Policy Statement for a 401(k) Plan

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ERISA Statute of Limitations

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New 401(k) Proposal – Public 401(k) Plans

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ERISA Retirement Plan Settlements in 2019

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Who Is an Eligible Participant for Your 401(k) Plan?

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Hardship Withdrawals – Changes in 2019

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Our Top Five 401(K) Audit Blog Posts for October 2019

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SECURE Act Update – November 2019

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Investment Options in a 401(k) Plan

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IRS Updates 401(k) Plan Contribution Limits for 2020

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Enhancing Employee Communication Regarding Benefit Plans

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Potential for Defaulted Loans in Your 401(k) Plan

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401(k) Plan Documents

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Open Enrollment Is Almost Here

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Distributing your 401(k) Plan Summary Annual Report

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Keeping Client Data Safe in Your 401(k) Plan

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The Importance of An Investment Committee to Your 401(k) Plan

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Our Top Five 401(K) Audit Blog Posts for September 2019

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IRS Extends Form 5500 Filing Deadlines for Those in Disaster Areas

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October 15th Form 5500 Deadline!

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The Internal Controls in Your 401k Plan

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How Much Does a 401k Audit Cost?

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401k Contributions - Distributions - Reconciliation and Reporting

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What Happens to Your 401(k) When You Change Jobs?

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Keeping Your 401k Plan in Compliance

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6 Common Errors That Will Affect Your 401(k) Plan Audit

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Our Top 5 401(k) Audit Blog Posts for August 2019

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Required Year-end Disclosures for Your 401k Plan

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Your 401(k) Plan Document Retention Policy

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401(k) Plan Forfeiture Accounts

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Six Steps to Prepare Your 401(k) Plan for an Audit

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Happy National 401(k) Day!

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Documentation Security During Your 401k Audit

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Form 5500 Deadline Approaching for Calendar Year 401(k) Plans

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Monitoring Your 401(k) Plan Service Provider

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What is a Plan Fiduciary?

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Our Top Five 401(K) Audit Blog Posts for July 2019

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What is a Limited Scope 401(k) Audit?

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What is a Required Minimum Distribution (RMD)?

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New Employee Benefit Plan Auditing Standard

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What Are the Benefits of a 401(k) Audit?

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New Open MEP Ruling by the Department of Labor

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UPDATE: SECURE Act and the Retirement Savings and Security Act

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401(k) Plan Audit Sampling

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What to Look for When You Get Your 401(k) Audit Report

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Form 5500 Filing Deadline Approaching

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Design a 401(k) Plan to Maximize Value for Employees

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Your 401(k) Audit - Internal Control Memo Comments

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What to Do if You Find Out Your 401(k) Plan Needs an Audit

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401(k) Plan - Insurance General Account Investments

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Our Top Five 401(k) Audit Blog Posts for June 2019

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401(k) Plan Investments & Pooled Separate Accounts

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Topics: 410k plan

Common Collective Trusts - 401(k) Plan Investments

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Target Date Funds for 401(k) Plan Investments

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Mutual Funds – Your 401(k) Plan Investments

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Annual Summary Report for Your 401(k) Plan

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Topics: 401K Audit

Safe Harbor 401(k) Plan- What is it?

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Our Top Five 401(k) Blog Posts for May 2019

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Locating Missing 401(k) Participants

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Form 5500 Deadline for Calendar Year 401(k) Plans Approaching

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What to Do if You Missed Something in Administering a 401(k) Plan

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Department of Labor Voluntary Correction Programs

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401(k) Plan Fee Disclosure Requirements

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Does Your 401k Plan Provider Offer Effective Retirement Planning Tools?

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How to Increase Participation in Your Company 401(k) Plan

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AICPA Employee Benefit Plan Conference

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SECURE ACT Update – New Legislation Impacting 401k Plans

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401(k) Plan Resources

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Security of Documentation During Your 401k Audit

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A Guide to the Form 5500

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Our Top 5 401(k) Audit Blog Posts for April 2019

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What Information Will Be Needed To Complete Your 401(k) Audit?

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How Can Summit CPA Group Help Streamline Your 401(k) Audit?

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Monitoring 401(k) Plan Controls

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What is a 401(k) Partial Plan Termination?

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Terms Unique to the Employee Benefit Plan Industry

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What is a SOC Report and Why Is It Important to My 401(k) Plan?

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How to Find an Expert Auditor for Your 401(k) Plan Audit

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AICPA Employee Benefit Plan Audit Quality Center (EBPAQC)

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Topics: 401k plan

Employee Benefit Security Administration Investigations

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What are 401(k) Forfeiture Accounts?

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Topics: 401k plan

What Happens When I Receive an Audit Deficiency?

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Topics: 401k plan

SECURE Act of 2019

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Topics: 401k plan

Failing your 401(k) plan’s non-discrimination testing

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Topics: 401k plan

What is a Fidelity Bond and Why Does My 401(k) Plan Need One?

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Topics: 410k plan

Is Your 401(k) Plan Eligible for a Limited Scope 401(k) Audit?

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Topics: 401K Audit

Simplifying the 401(k) Audit through Innovation

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401(k) Plan Census-What is it?

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401(k) Plan: The 80 – 120 Rule

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Topics: 401k plan

You've Selected an Auditor for Your 401(k) Plan – Now What?

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Topics: 401K Audit

You Found Out Your 401(k) Plan Needs an Audit – Now What?

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Topics: 401K Audit

Do You Know Where All Your 401(k) Plan Participants Are?

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Topics: operational compliance

Time to Review Your 401(k) Plan Non-discrimination Testing

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Topics: 401k plan

Why It’s a Good Idea to Set-Up Your 401(k) Compliance Calendar

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Topics: 401k plan

How Does Summit CPA Group Conduct Your 401(k) Audit Virtually?

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Topics: 401k plan

Preparing for a Department of Labor (DOL) Audit

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Topics: 401K Audit

2019 Changes to the Hardship Withdrawal Rules for 401(k) Plans

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Have You Received a DOL Notice Regarding an Audit/Review?

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Topics: 401K Audit

Is it Time for Your 401(k) Plan Census?

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Topics: 401k plan

Payroll Changes Needed for Updated IRS 401(k) Contribution Limits

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Topics: 410k plan

It’s Almost Open Enrollment Time

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Topics: 401k plan

Year-End Preparation for your 401(k) Plan

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Topics: 401k plan

Hardship Withdrawal IRS Proposal

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Topics: 410k plan

401(k) Participant Loans

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Topics: 401k plan

IRS Updates 401(k) Plan Contribution Limits for 2019

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Topics: 401k plan

Designing a 401(k) Plan to Maximize Value for Your Employees

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Topics: 401k plan

Internal Control Comments Noted in Your 401(k) Audit

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Topics: 401k plan

IRS Extends Filing Deadlines for Those in Fire and Hurricane Areas

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Topics: 401k plan

Audit Sampling

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Topics: 410k plan

Executive Order Regarding Open Multiple Employer 401(k) Plans

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Increase Participation in Your Company 401(k) Plan

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Topics: 401k plan

New Ruling by IRS Related to Student Loan Repayment

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How to Avoid IRS and DOL Penalties with your 401(k) Plan

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Recent 401(k) Plan Violations

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Topics: 401K Audit

401(k) Plan Investments – Insurance General Account Investments

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Topics: 410k plan

Getting Familiar with Collaborating Remotely

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Topics: Virtual CFO, distributed company, Remote work

401(k) Plan Investments – Common Collective Trust

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401(k) Plan Investments – Pooled Separate Accounts

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Important Money Tips for Your 50’s

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Topics: Cash Flow Management

401(k) Plan Investments – Target Date Funds

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Topics: 410k plan

4 Tips for Maintaining Happy Clients as a Remote Auditor

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Topics: 401K Audit, 410k plan, distributed company

Penalties for Fiduciary Violations

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Topics: 401K Audit

5 Traits of Successful Remote Audit and Compliance Professionals

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Topics: 401K Audit, distributed company, Remote work

Employee Benefit Plan Cyber Security Risks

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Topics: 410k plan

401(k) Plan Investment Diversification

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Topics: 410k plan

401(k) Plan Reference Material

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Topics: 401K Audit

How to Select a Qualified Benefit Plan Auditor

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Topics: 401K Audit

What is a Partial Plan Termination?

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Topics: 410k plan

What to Look for in Your 401(k) Audit Report

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Topics: 401K Audit, 410k plan

DOL Voluntary Correction Programs

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Topics: 410k plan

Correcting an Administrative Error in Your 401(k) Plan

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Topics: 410k plan

You Have Selected an Auditor for Your 401(k) Plan – Now What?

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Topics: 401K Audit

401(k) Forfeiture Accounts

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Topics: 410k plan

You Just Found Out Your 401(k) Plan Needs an Audit – Now What?

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Topics: 401K Audit

401(k) Monitoring Controls – Investments

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Topics: 410k plan

April Employee Spotlight: Karen Hill

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Topics: 401K Audit, 410k plan, distributed company

What is a Safe Harbor 401(k) Plan?

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Topics: 410k plan

401(k) Plan Monitoring Controls

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Topics: 410k plan

Fee Disclosure Requirements for 401(k) Plans

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Topics: 410k plan

What is a 401(k) Plan Census?

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Topics: 401K Audit

SOC Reports-Why It’s Important to Your 401(k) Plan

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Topics: 401K Audit

Benefit Plan Terminology for Administrators

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Topics: 410k plan

Is a Fidelity Bond Required for a 401k Plan?

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Topics: 410k plan

Limited Scope Asset Certification

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Topics: 401K Audit

What is a Limited Scope Audit?

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Topics: 401K Audit

Streamline Your 401(k) Audit

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Topics: 401K Audit

Speed Up the 401k Audit Process

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Topics: 401K Audit

Reviewing a 401k Audit Report

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Topics: 401K Audit

Full Scope vs. Limited Scope Audit

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Topics: 401K Audit

Common 401k Compliance Errors

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Topics: 401K Audit

Fidelity Bonds- Who Needs Them?

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Topics: 401K Audit

Did You Receive a DOL Audit Letter?

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Topics: 401K Audit

401k Auditor Evaluation

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Topics: 401K Audit

You Received an Audit Letter from the DOL - Now What?

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Topics: 401K Audit

What’s the Cost of a 401k Audit?

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Topics: 401K Audit

401k Financial Statement Audits

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Topics: 401K Audit

Criteria of an Effective internal Auditor

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Topics: 401K Audit

Why You Need an Independent Auditor?

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Topics: operational compliance, 401K Audit

Changing Jobs? Don’t Lose Your 401k

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Topics: Cash Flow Management, 410k plan

Saving for Your 60s in Your 20s

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Topics: 410k plan

401k Accounting Record Maintenance

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Topics: operational compliance, 401K Audit, 410k plan

Your 401k Audit is Complete-Now What?

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401k Audits: Is Your Plan in Compliance?

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Topics: operational compliance, 401K Audit

401k Audit: Full Scope vs. Limited Scope

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Topics: 401K Audit, 410k plan

401k Fiduciary Duties

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Topics: operational compliance, 401K Audit, 410k plan

What is a 401k “Engagement” Letter?

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Topics: 401K Audit, 410k plan

How to Choose a 401k Auditor

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Topics: operational compliance, 401K Audit

401k Audit: 120 is the Magic Number

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Topics: operational compliance, 401K Audit

401k Compliance Errors Plan Sponsors Make

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Topics: operational compliance, 401K Audit, 410k plan

Two Common 401k Errors That Result in Fines

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Topics: operational compliance, 401K Audit

Are You Prepared for a 401k Audit?

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Topics: operational compliance, 401K Audit, 410k plan

What Triggers a 401k Audit?

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Topics: 401K Audit, 410k plan

Choosing a 401k Auditor

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Topics: operational compliance, 401K Audit, 410k plan

Does your 401k have a Committee Charter?

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Topics: operational compliance, 410k plan

What Size is Your 401k Plan?

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Topics: operational compliance, 401K Audit, 410k plan

12 Common Compliance Errors

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Topics: operational compliance, 401K Audit, 410k plan

Getting Ready for a 401k Audit

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Topics: operational compliance, 401K Audit

How Successful is Your 401k Plan

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Topics: 401K Audit, 410k plan

401k Plan-Will You need an Audit?

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Topics: 401K Audit, 410k plan

Fiduciary Responsibilities

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Topics: operational compliance, 401K Audit, 410k plan

Hiring an Independent Auditor

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Topics: 401K Audit

Common Compliance Errors in a 401k Plan

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Topics: 401K Audit, 410k plan

Will You Need an Independent Auditor?

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Topics: operational compliance, 401K Audit, 410k plan

Required 401k Distributions

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Topics: 410k plan

401k ERISA Requirements

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Topics: 401K Audit, 410k plan

Is it Time to Take a 2015 401k Distribution?

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Topics: Estate Planning, 410k plan

Don’t Touch That 401k

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Topics: 401K Audit, 410k plan

Managing Outsourced 401k Administrative Duties

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Topics: 401K Audit, 410k plan

Should You Take a 401k Loan?

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Topics: 401K Audit, 410k plan

Reducing the Eligible 401k Participants

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Topics: 401K Audit, 410k plan

DOL Gets Tough on 401k Issues

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Topics: 401K Audit, 410k plan

Audit Tips for Your 401k Plan

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Topics: 401K Audit, 410k plan

Common 401k Plan Compliance Errors

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Topics: 401K Audit, 410k plan

Documentation of Your 401k Agreement

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Topics: 401K Audit, 410k plan

4 Questions to Ask When Evaluating Your 401k Auditor

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Topics: 401K Audit

Maintaining Your 401k Accounting Records

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Topics: 401K Audit, 410k plan

Internal Controls and the Success of Your 401k Plan

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Topics: 401K Audit, 410k plan

How Many Participants are in Your 401k Plan?

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Topics: 401K Audit, 410k plan

Who can get a 401k Hardship Withdrawal?

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Topics: 410k plan

How Long Should You Retain 401k Document Records?

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Topics: 401K Audit, 410k plan

401k Audit --What Documents Will You Need?

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Topics: 401K Audit, 410k plan

Your 1st 401k Audit

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Topics: 401K Audit

401k Charter Committee

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Topics: 401K Audit, 410k plan

401k Fiduciary Responsibilities

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Topics: 401K Audit, 410k plan

Providing Necessary Documents to 401k Plan Participants

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Topics: 401K Audit, 410k plan

Management of a 401k a Benefit Plan

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Topics: operational compliance, 410k plan

Be Aware of 401k Audit Issues

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Topics: 401K Audit, 410k plan

Your 401k Plan is Being Audited

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Topics: operational compliance, 401K Audit

401k Agreement Documentation

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Topics: 401K Audit, 410k plan

Insufficient Audit has Risks for a 401k Plan Sponsor

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Topics: operational compliance, 401K Audit, 410k plan

401k “Request for Proposal” Process

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Topics: 401K Audit, 410k plan

Using Your 401k Audit Information

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Topics: 401K Audit, 410k plan

Evaluating a 401k Auditor

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Topics: 401K Audit, 410k plan

Why a 401k Financial Statement Audit is Essential

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Topics: operational compliance, 401K Audit

The Fiduciary Responsibilities of a 401k Plan Administrator

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Topics: operational compliance, 401K Audit, 410k plan

How to Speed Up the 401k Audit Process

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Topics: 401K Audit

What Should 401k Plan Documents Include?

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Topics: operational compliance, 401K Audit, 410k plan

Common Mistakes in a 401k Audit Plan

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Topics: operational compliance, 401K Audit

Preparation for Your 401k Audit

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Topics: operational compliance, 401K Audit

Need an Independent Third Party 401k Auditor?

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Topics: operational compliance, 401K Audit

Necessary Documents for Your 401k Plan is Audit

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Topics: operational compliance, 401K Audit

401k Audit Guide

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Topics: 401K Audit

Know Your 401k Fiduciary Responsibilities

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Topics: 410k plan

Choosing a 401k Audit Firm

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Topics: 401K Audit, 410k plan

Terminated 401k Plan Audit Requirements

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Topics: 401K Audit, 410k plan

Satisfying Your 401k Fiduciary Duties

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Topics: operational compliance, 401K Audit

Utilizing Your 401k Audit Results

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Topics: operational compliance, 401K Audit

Complete List of Documents Needed for a 401k Audit

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Topics: operational compliance, 401K Audit

401k Audit: Your Magic Number is 120

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Topics: 401K Audit

Flat-Rate Fee VS an Hourly Rate 401k Audit

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Topics: 401K Audit

401k Documents You Need to Provide to Plan Participants

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Topics: 401K Audit

How to Determine the Number of Participants in Your 401k Plan

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Topics: 401K Audit

How to Select a 401k Plan Auditor

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Topics: 401K Audit

Is Your 401k Plan Being Audited?

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Topics: 401K Audit

Will You Need a Full Scope or Limited Scope 401k Audit?

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Topics: 401K Audit

Is Your 401k Plan in Compliance

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Topics: 401K Audit

What is the Timeline for a 401k Audit?

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Topics: 401K Audit

Women - Retirement - and Tax

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Topics: Individual Taxes, 401K Audit

What Will a 401k Audit Cost?

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Topics: 401K Audit

Documents You Need for a 401k Audit?

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Topics: 401K Audit

Reducing the Number of Eligible 401k Plan Participants

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Topics: 401K Audit

When is an Annual 401k Audit Required?

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Topics: 401K Audit

Audit Requirements for a 401k Plan

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Topics: 401K Audit

The Importance of Internal Control for Your 401k Plan

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Topics: operational compliance, 401K Audit

Employer 401k Issues

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Topics: Virtual CFO, 401K Audit

Bankruptcy Protection Denied for Inherited IRAs

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Topics: Virtual CFO, 401K Audit

IRA & 401k - Required Minimum Distributions

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Topics: Individual Taxes, 401K Audit

2015 401k Retirement Savings Changes

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Topics: 401K Audit

Overseeing Outsourced 401k Administration Functions

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Topics: 401K Audit

401k Plan Asset Reporting and Reconciliation

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Topics: 401K Audit

Segregation of Duties for 401k Plan Sponsors

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Topics: 401K Audit

Internal Controls and Your 401k Plan

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Topics: 401K Audit

Does Your 401k Plan Meet ERISA Requirements?

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Topics: operational compliance, 401K Audit

Things to Know about 401k Retirement Plans

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Topics: 401K Audit

Year-End Investment and 401k Tax Issues

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Topics: 401K Audit

401k Plan Documentation Audit Preparation

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Topics: 401K Audit

Common 401k Retirement Compliance Errors

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Topics: operational compliance, 401K Audit

401k Meeting Documentation-Strategies- and Actions

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Topics: 401K Audit

What is a 401k Committee Charter?

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Topics: 401K Audit

What to Expect from Your 401k Auditor

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Topics: 401K Audit

401k Audit Report Review

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Topics: 401K Audit

Do You Know the Fiduciary Responsibility for Your 401k Plan?

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Topics: 401K Audit

Duties of a 401k Audit Committee

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Topics: 401K Audit

401k Audit- What Will it Cost?

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Topics: 401K Audit

Evaluating Your 401k Auditor

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Topics: 401K Audit

How Does Your 401k Retirement Plan Rate?

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Topics: 401K Audit

What to Look for In Your 401k Plan Audit

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Topics: 401K Audit

Calculating “Eligible Participants” in a 401k Plan

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Topics: 401K Audit

Tips on Hiring a 401k Benefit Plan Auditor

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Topics: 401K Audit

401k Plan Sponsor's ERISA Fiduciary Responsibilities

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Topics: 401K Audit

Things you should know about a 401k Plan Audit

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Topics: 401K Audit

The Benefits of a 401k Plan

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Topics: Business Taxes, Individual Taxes, 401K Audit

Starting an Employee 401k Benefits Plan

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Topics: 401K Audit

How to Review a 401k Audit Report

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Topics: 401K Audit

The Importance of the 401k Audit Committee

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Topics: 401K Audit

What Documents Do You Need for a 401k Audit?

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Topics: 401K Audit

Create a Balance for Your Investments

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Topics: Virtual CFO, 401K Audit

Repercussions for Missing a 401k Audit Deadline

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Topics: 401K Audit

401k Audit Timeline: Steps to Take and How Long They Take

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Topics: 401K Audit

Are You Considering Borrowing from Your 401k?

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Topics: 401K Audit

Reducing eligible participants in your 401k plan

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Topics: 401K Audit

 What Exactly is an Eligible Participant on a 401k Plan?

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401k Audit Regulations in 2013

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How to Prepare for a 401k Audit

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Topics: 401K Audit

120 is the Magic Number for 401k Plan Audits

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Topics: 401K Audit

Limit Increases for 2013 Contributions

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Topics: 401K Audit

Do You Need A Third Party Audit for Your 401k plan?

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Topics: 401K Audit

Do you need a 401k or a Roth IRA? Why Not Have Both?

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Topics: Wealth Management, Virtual CFO, 401K Audit

401k Audit Requirements For Plan Administrators

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Topics: 401K Audit

How to Maximize Your Retirement

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Topics: Cash Flow Management, Virtual CFO, 401K Audit

Tax Advantages of A Roth 401K Retirement Plan

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Topics: Individual Taxes, 401K Audit

Is Your 401k Plan “Retirement Ready”?

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Topics: 401K Audit

401k Audit Checklist: In Case of a Random IRS Audit

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Topics: 401K Audit

Have You Reviewed Your 401k Plan Lately?

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Topics: 401K Audit