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If you have worked with an auditor over the past few years to complete your 401(k) plan audit, or just discovered your plan needs an audit for the first time, one of..

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Topics: 401k plan

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Comparing Your 401(k) Plan Structure to Other Plans

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Do You Have Millennials in Your Company 401(k) Plan?

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401(k) Annual Discrimination Testing-FAILURE

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New administration in Washington – Does it matter?

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Plan Sponsor Fiduciary Responsibilities

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Are You a Plan Fiduciary?

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Do You Have Outstanding Forfeiture Amounts in Your 401(k) Plan?

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Have You Double Checked Your Fidelity Bond for Your Benefit Plan?

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Planning for Retirement

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Topics: 401K Audit, Podcast

How to avoid compensation & contribution 401(k) Plan errors

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Topics: 401K Audit, Audit, Virtual 401k Audit

What is a Virtual Audit and How Does it Work?

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401(k) Plan Discrimination Testing - Your Auditors Review

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My Auditor Has Asked About a SOC Report – What is That?

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What to Look For in Your 401(k) Plan Engagement Letter

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Topics: 401K Audit, 401k plan, Audit

What Can I Do To Help Improve My 401(k) Plan?

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Update-Partial Plan Termination

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Topics: 401K Audit, 401k plan, Audit

Preparing a 401k Plan Census

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Topics: 401K Audit, 401k plan, Audit

Review and Update Your 401(k) Plan Sponsor Contact Information

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Topics: 401K Audit, 401k plan, Audit, 401(k) Plan Update

Strafford Webinar: Speaker Kim Moore

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Topics: 401K Audit, 401k plan, Webinar

Increasing lawsuits over 401(k) Plans: What you should know

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Will Your Auditor Be Adopting SAS 136?

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You Want to Change Benefit Plan Providers?

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Year-End Payroll Preparation

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Year-End Review of Your 401(k) Plan

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Delay in Retirement Coming?

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What Does Your Plan’s Retirement Age Really Mean?

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Rollover Options for Terminated Service

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How the SECURE Act Impacts 401k Plan Participants

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Upcoming Audit Standard for Employee Benefit Plan Audits

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Receiving a notice from the DOL about Form 5500

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Webinar Event: Want to reduce the time and cost of your audit?

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Topics: 401K Audit, 401k plan, Webinar

Preparing For End of Year Plan Requirements

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New IRS Ruling that May Impact Your 401(k) Plan

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5 Simple (but important) Tips on How to Find a 401(k) Auditor

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Updated for SECURE ACT Changes?

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Beware of Suspicious Calls Regarding Your 401(k) Plan

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How to Correct Missed Participant Deferrals

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IRS Updates 401(k) Plan Contribution Limits for 2021

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401(k) Trends with David Ramirez

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Things to Consider for Your 2021 Audit

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Potential New Legislation: Securing a Strong Retirement Act

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Do You Need Help Finding 401(k) Plan Participants?

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Our Top 5 401(k) Blogs for September 2020

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Remember to Distribute Your 401(k) Plan Summary Annual Report

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Why 1099-R is Important for Your 401(k) Plan

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Selecting a Plan Service Provider for Your Plan

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Kim Moore: Panelist at the AICPA ENGAGE Conference

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401(k) Related Penalties

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What to Look for When You Need an Auditor for Your 401(k) Plan

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Boosting Your Retirement Savings

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4 Steps to Look at When Selecting a Qualified 401(k) Plan Auditor

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The Value of Investment Advice to a 401(k) Plan

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Preparing the Company 401(k) Open Enrollment

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Have You Heard About the Safe Harbor 401(k) Plan Option?

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Important Areas to Communicate to Your Employees

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Risks the pandemic poses to 401(k) Plans

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Implementing Auto-Enrollment Into Your Company’s 401(k) Plan

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Qualified Plan – What Does That Mean?

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UPDATE: IRS Delays Due to Disaster Situations

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How to Evaluate the Fees Charged Inside your 401(k) Plan

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Changes to the Hardship Withdrawal Rules for your 401(k) Plan

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Reviewing Your Participants 401(k)

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Your Service Provider Asks You to Review Your Form 5500 – Help!

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Annuity Options in Your 401(k) Plan – SECURE Act Update

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Necessary Controls for 401(k) Plan Distributions

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SECURE Act Update – August 2020

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401(k) Plan: Investment Policy Statement

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Filing Form 5500

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Benefit plans: Employee Communication

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How Many Investment Options Should You Have in a 401(k) Plan?

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It’s Time to File Your Form 5500 – Now What?

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Our Top Five 401(k) Blogs for June 2020

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401(k) Plan Rollover

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Preparing your audit for the IRS & DOL

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401(k) Plan Self-Audit

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401(k) Plan Documents: Keep Them Current

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Kim Moore: AICPA ENGAGE Conference Panelist

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Preparing for the Form 5500 Deadline

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How 401(k) Audits Are Being Impacted By The COVID-19 Pandemic

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New DOL Proposal: ESG Funds

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Another Concern During the Pandemic – Data Security

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The CARES Act and Your 401(k) Plan

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401(k) Plan Documents – Updates for CARES Act 2020

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Requested documents for a 401(k) plan audit

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Reviewing Participant Loans

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Summary Annual Report

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New DOL Rules Regarding Required Disclosures

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Is Your 401k Plan in Compliance & Audit Ready?

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Things to Consider as a Plan Sponsor During these Difficult Times

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Common errors in 401K Audits [Part 2]

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Topics: 401K Audit, Podcast

Reviewing Your 401(k) Plan Investment Performance

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Your Upcoming Form 5500 Deadline

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2020 Update: Required Minimum Distribution (RMD)

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What to Include in Your 401(k) Plan Document Retention Policy

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Your Fiduciary Duty - Monitoring Your 401(k) Plan Service Providers

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Our Top Five 401(k) Blogs for April 2020

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401(k) Participant Loans in Difficult Times

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401k Audit Report – What to look for

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Distributing Your 2020 Fee Disclosure to Plan Participants

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What to expect from a 401(k) Audit

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Increased Cyber-security Attacks on 401(k) Plans Due to Pandemic

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Virtual 401(k) Audits – Tips from Summit CPA Group

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Common errors in 401(k) Audits [Part 1]

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Topics: 401K Audit, Podcast

Pooled Separate Accounts - 401(k) Plan Investments

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401(k) Plan Investments-Mutual Funds

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Our Top Five 401(k) Blogs for March 2020

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401(k) Investments: Common Collective Trusts

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401(k) Plan Investment Diversification

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Internal Controls in Your 401(k) Plan During COVID-19

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Join our LinkedIn Webinar with Kim Moore and Matt Towers

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Topics: 401K Audit, 401k plan, Webinar

Key factors to look for when hiring a 401(k) audit firm

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Topics: 401K Audit, Podcast

Webinar: Layoffs and Your 401(k): What You Need to Know

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Topics: 401K Audit, 401k plan, Webinar

Pricing for a 401(k) Audit

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Topics: 401K Audit, Podcast

SAS 136 - Audit Report Update

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Topics: 401K Audit

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

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COVID-19: Provider and Investment Questions

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The SECURE Act/Opinion Letter Changes

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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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Topics: 410k plan

Step 2-After You Select a Benefit Plan Auditor

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Conduct Your 401(k) Audit Virtually

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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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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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Prepare for Your 401(k) Plan Year-end

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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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ERISA Retirement Plan Settlements in 2019

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Hardship Withdrawals – Changes in 2019

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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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Open Enrollment Is Almost Here

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Distributing your 401(k) Plan Summary Annual Report

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

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What is a Limited Scope 401(k) Audit?

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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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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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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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Common Collective Trusts - 401(k) Plan Investments

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Target Date Funds for 401(k) Plan Investments

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Annual Summary Report for Your 401(k) Plan

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Locating Missing 401(k) Participants

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Form 5500 Deadline 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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How to Increase Participation in Your Company 401(k) Plan

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New Legislation Impacting 401k Plans

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A Guide to the Form 5500

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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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