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

The Internal Revenue Service recently issued ruling 2020-24, which addresses participants that have assets in a 401(k) Plan, have terminated employment and now cannot be located. This ruling..

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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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401K 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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401K 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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Our Top Five 401(k) Blogs for August 2020

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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 401k 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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Our Top Five 401(k) Blogs for July 2020

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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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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 401K Audits [Part 1]

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

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COVID-19: Enhancing Employee Communication

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

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Pricing for a 401(k) Audit

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SAS 136 - Audit Report Update

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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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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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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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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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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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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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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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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 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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Mutual Funds – Your 401(k) Plan Investments

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Annual Summary Report for Your 401(k) Plan

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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 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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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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Employee Benefit Security Administration Investigations

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What are 401(k) Forfeiture Accounts?

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What Happens When I Receive an Audit Deficiency?

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

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

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

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

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

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

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

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Preparing for a Department of Labor (DOL) Audit

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Topics: 401K Audit