401(k) Plan Distributed or Defaulted Loans

Have Your 401k Plan Participants Asked About Taking out a Loan?

Topics: 401k plan

Do You Actually Need a Document Retention Policy for Your 401(k) Plan?

Topics: 401k plan

Understanding Cyber Security for 401(k) Plans

Topics: 401K Audit, Podcast

Are You Considering Joining a Pooled Employer Plan?

Topics: 401k plan

What to expect from a Virtual 401(k) Audit

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

Changing Your Plan to a Safe Harbor 401(k) Plan

Topics: 401k plan

How Should I Conduct a 401(k) Plan Self-Audit?

Topics: Virtual 401k Audit

Another 401(k) Lawsuit!

Topics: 401k plan

How Should You Review Your 401k Plan Audit Report?

Topics: 401k plan

Performance Review: 401(k) Service Provider

Topics: 401k plan

Form 5500 Changes for 2020 Plan Year

Topics: 401k plan

What Are The Basic Steps to Complete a 401(k) Audit?

Topics: 401k plan

SECURE Act 2.0 – Update

Topics: 401k plan

How to Avoid Common Errors Found During 401(k) Audits

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

What does the Secure Act 2.0 mean for you?

Topics: 401K Audit, Podcast

What are Pooled Separate Accounts?

Topics: 401k plan

Consider Adding General Account Investments to Your 401(k) Plan

Topics: 401k plan

Cybersecurity for 401(k) Plans

Topics: 401k plan

Missing 401(k) Plan Participants?

Topics: 401k plan

What are Common Collective Trust Funds in a 401(k) Plan?

Topics: 401k plan

Why Does My 401(k) Plan Contain Mutual Funds?

Topics: 401k plan

The Importance of 401(k) Plan Communications to Employees

Topics: 401k plan

How Does Having Remote Workers Impact Your 401(k) Plan?

Topics: 401k plan

The Benefits of Hiring a Fixed-Fee 401(k) Auditor

Topics: 401K Audit, 410k plan, Virtual 401k Audit

Understanding 401(k) Plan Record Keepers

Topics: 401K Audit, Podcast

Fee Disclosure for 2021

Topics: 401k plan

What to know about the 1099-R form

Topics: 401k plan

I Engaged An Auditor for My 401(k) Plan – Now What?

Topics: 401k plan

Form 5500 – What is that?

Topics: 401k plan

Emergency Savings and Your 401(k) Plan

Topics: 401k plan

How Does Enrollment for Your 401(k) Plan Work?

Topics: 401(k) Plan Update

Stimulus Package Updates for 401(k) Plans

Topics: 401(k) Plan Update

Is the Limited Scope Audit Going Away?

Topics: 401k plan

Understanding 401(k) Benefit Plan Terminology

Topics: 401k plan

How to avoid 401(k) plan lawsuits

Topics: 401K Audit, Podcast

Filing Form 5500: What you need to know about it

Topics: 401K Audit, 401k plan, Form 5500, Audit

Are You Looking for an Improved Audit Process?

Topics: 401k plan

Comparing Your 401(k) Plan Structure to Other Plans

Topics: 401k plan

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

Topics: 401k plan

401(k) Annual Discrimination Testing-FAILURE

Topics: 401k plan

New administration in Washington – Does it matter?

Topics: 401k plan

Plan Sponsor Fiduciary Responsibilities

Topics: 401k plan

Are You a Plan Fiduciary?

Topics: 401k plan

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

Topics: 401k plan

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

Topics: 401k plan

Planning for Retirement

Topics: 401K Audit, Podcast

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

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

What is a Virtual Audit and How Does it Work?

Topics: 401k plan

401(k) Plan Discrimination Testing - Your Auditors Review

Topics: 401k plan

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

Topics: 401k plan, Audit

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

Topics: 401K Audit, 401k plan, Audit

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

Topics: 401K Audit, 401k plan, Audit

Update-Partial Plan Termination

Topics: 401K Audit, 401k plan, Audit

Preparing a 401k Plan Census

Topics: 401K Audit, 401k plan, Audit

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

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

Strafford Webinar: Speaker Kim Moore

Topics: 401K Audit, 401k plan, Webinar

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

Topics: 401k plan

Will Your Auditor Be Adopting SAS 136?

Topics: 401k plan

You Want to Change Benefit Plan Providers?

Topics: 401k plan

Year-End Payroll Preparation

Topics: 401k plan

Year-End Review of Your 401(k) Plan

Topics: 401k plan

What Does Your Plan’s Retirement Age Really Mean?

Topics: 401k plan

Rollover Options for Terminated Service

Topics: 401k plan

Upcoming Audit Standard for Employee Benefit Plan Audits

Topics: 401k plan

Receiving a notice from the DOL about Form 5500

Topics: 401k plan

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

Topics: 401K Audit, 401k plan, Webinar

Preparing For End of Year Plan Requirements

Topics: 401k plan

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

Topics: 401k plan

Updated for SECURE ACT Changes?

Topics: 401k plan

Beware of Suspicious Calls Regarding Your 401(k) Plan

Topics: 401k plan

IRS Updates 401(k) Plan Contribution Limits for 2021

Topics: 401k plan

401(k) Trends with David Ramirez

Topics: 401K Audit, Podcast

Potential New Legislation: Securing a Strong Retirement Act

Topics: 401k plan

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

Topics: 401k plan

Our Top 5 401(k) Blogs for September 2020

Topics: 401k plan

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

Topics: 401k plan

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

Topics: 401k plan

Selecting a Plan Service Provider for Your Plan

Topics: 401k plan

401(k) Related Penalties

Topics: 401K Audit, Podcast

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

Topics: 401k plan

Boosting Your Retirement Savings

Topics: 401k plan

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

Topics: 401K Audit

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

Topics: 401k plan

Preparing the Company 401(k) Open Enrollment

Topics: 401k plan

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

Topics: 401k plan

Important Areas to Communicate to Your Employees

Topics: 401k plan

Risks the pandemic poses to 401(k) Plans

Topics: 401k plan

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

Topics: 401K Audit, Podcast

Qualified Plan – What Does That Mean?

Topics: 401k plan

UPDATE: IRS Delays Due to Disaster Situations

Topics: 401k plan

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

Topics: 401k plan

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

Topics: 401k plan

Reviewing Your Participants 401(k)

Topics: 401k plan

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

Topics: 401k plan

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

Topics: 401k plan

Necessary Controls for 401(k) Plan Distributions

Topics: 401k plan

SECURE Act Update – August 2020

Topics: 401k plan

401(k) Plan: Investment Policy Statement

Topics: 401k plan

Filing Form 5500

Topics: 401K Audit, Podcast

Benefit plans: Employee Communication

Topics: 401k plan

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

Topics: 401k plan

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

Topics: 401k plan

Our Top Five 401(k) Blogs for June 2020

Topics: 401k plan

401(k) Plan Rollover

Topics: 401k plan

Preparing your audit for the IRS & DOL

Topics: 401k plan

401(k) Plan Self-Audit

Topics: 401k plan

401(k) Plan Documents: Keep Them Current

Topics: 401k plan

Preparing for the Form 5500 Deadline

Topics: 401k plan

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

Topics: 401K Audit, Podcast

New DOL Proposal: ESG Funds

Topics: 401K Audit

Another Concern During the Pandemic – Data Security

Topics: 401K Audit

The CARES Act and Your 401(k) Plan

Topics: 401k plan

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

Topics: 401k plan

Requested documents for a 401(k) plan audit

Topics: 401K Audit

Reviewing Participant Loans

Topics: 401K Audit

Summary Annual Report

Topics: 401k plan

New DOL Rules Regarding Required Disclosures

Topics: 401k plan

Common errors in 401K Audits [Part 2]

Topics: 401K Audit, Podcast

Reviewing Your 401(k) Plan Investment Performance

Topics: 401k plan

Your Upcoming Form 5500 Deadline

Topics: 401k plan

2020 Update: Required Minimum Distribution (RMD)

Topics: 401k plan

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

Topics: 401k plan

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

Topics: 401k plan

Our Top Five 401(k) Blogs for April 2020

Topics: 401k plan

401(k) Participant Loans in Difficult Times

Topics: 401k plan

401k Audit Report – What to look for

Topics: 401k plan

Distributing Your 2020 Fee Disclosure to Plan Participants

Topics: 401k plan

What to expect from a 401(k) Audit

Topics: 401K Audit, Podcast

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

Topics: 401k plan

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

Topics: 401K Audit

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

Topics: 401K Audit, Podcast

Pooled Separate Accounts - 401(k) Plan Investments

Topics: 401k plan

401(k) Plan Investments-Mutual Funds

Topics: 401k plan

Our Top Five 401(k) Blogs for March 2020

Topics: 401k plan

401(k) Investments: Common Collective Trusts

Topics: 401k plan

401(k) Plan Investment Diversification

Topics: 401k plan

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

Topics: 401k plan

Join our LinkedIn Webinar with Kim Moore and Matt Towers

Topics: 401K Audit, 401k plan, Webinar

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

Topics: 401K Audit, Podcast

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

Topics: 401K Audit, 401k plan, Webinar

Pricing for a 401(k) Audit

Topics: 401K Audit, Podcast

SAS 136 - Audit Report Update

Topics: 401K Audit

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

Topics: 401k plan

COVID-19: Provider and Investment Questions

Topics: 401k plan

The SECURE Act/Opinion Letter Changes

Topics: 401K Audit

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

Topics: 401k plan

Our Top Five 401(k) Blogs for February 2020

Topics: 401K Audit

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

Topics: 401k plan

What is a 401(k) Plan fiduciary?

Topics: 401k plan

Audit Sampling for Your 401(k) Plan

Topics: 401k plan

Your Guide to Form 5500

Topics: 401K Audit

Necessary Information to Complete Your 401(K) Audit

Topics: 401k plan

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

Topics: 401K Audit, Podcast

Monitoring Controls for a 401(k) Plan

Topics: 401k plan

7 Unique Terms Used in the Employee Benefit Plan Industry

Topics: 401k plan

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

Topics: 401k plan

Our Top Five 401(k) Blogs for January 2020

Topics: 401k plan

AICPA Employee Benefit Plan Audit Quality Center

Topics: 401k plan

Distinguishing an knowledgable 401K Auditor

Topics: 401K Audit

401(k) Forfeiture Accounts Contributions

Topics: 401k plan

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

Topics: 401k plan

Failing the 401(k) Non-Discrimination Testing

Topics: 401k plan

Why Your 401(k) Plan Needs a Fidelity Bond

Topics: 410k plan

Step 2-After You Select a Benefit Plan Auditor

Topics: 401k plan

Conduct Your 401(k) Audit Virtually

Topics: 401k plan

Reviewing Your 401(k) Plan Non-Discrimination Testing

Topics: 401k plan

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

Topics: 401k plan

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

Topics: 401k plan

Our Top Five 401(k) Blogs for December 2019

Topics: 401k plan

Streamline your 401(k) Audit

Topics: 401k plan

What is a 401(k) Plan Census?

Topics: 401k plan

Red Flag Issues on Your Form 5500

Topics: 401k plan

Prepare for Your 401(k) Plan Year-end

Topics: 401k plan

New! SECURE Act Update

Topics: 401k plan

Document Retention During a Business Transition

Topics: 401k plan

Investment Policy Statement for a 401(k) Plan

Topics: 410k plan

ERISA Retirement Plan Settlements in 2019

Topics: 401k plan

Hardship Withdrawals – Changes in 2019

Topics: 401K Audit

IRS Updates 401(k) Plan Contribution Limits for 2020

Topics: 401k plan

Enhancing Employee Communication Regarding Benefit Plans

Topics: 401k plan

Open Enrollment Is Almost Here

Topics: 401k plan

Distributing your 401(k) Plan Summary Annual Report

Topics: 401k plan

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

Topics: 401k plan

IRS Extends Form 5500 Filing Deadlines for Those in Disaster Areas

Topics: 401k plan

October 15th Form 5500 Deadline!

Topics: 401k plan

The Internal Controls in Your 401k Plan

Topics: 401k plan