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

If you’re a small company and want all employees to be able to maximize their contributions, The “Safe Harbor Plan” may be an attractive option to use for your 401(k) plan. These plans are deemed..

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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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UPDATE: IRS Delays Due to Disaster Situations

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

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SECURE Act Update – August 2020

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Filing Form 5500

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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 Self-Audit

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401(k) Plan Documents: Keep Them Current

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Kim Moore: Panelist at the AICPA ENGAGE Conference

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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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Our Top Five 401(k) Blogs for May 2020

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

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It’s Almost Open Enrollment Time

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Year-End Preparation for your 401(k) Plan

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Hardship Withdrawal IRS Proposal

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401(k) Participant Loans

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IRS Updates 401(k) Plan Contribution Limits for 2019

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

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Internal Control Comments Noted in Your 401(k) Audit

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Audit Sampling

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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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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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401(k) Plan Investments – Insurance General Account Investments

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Getting Familiar with Collaborating Remotely

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401(k) Plan Investments – Common Collective Trust

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401(k) Plan Investments – Pooled Separate Accounts

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