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The Twelve Days of a 401(k) Plan Christmas

Published by Summit Marketing Team on Dec 20, 2021 11:15:00 AM


The 401(k) Audit CPA Success Show: Episode 24

In this special holiday episode, our host and Summit CPA's Director of Accounting / Virtual CFO, Jamie Nau together with Kim Moore Summit CPA's Director of Auditing and 401(k) Senior Auditor, Karen Hill are coming just in time for the holidays - (whichever one you celebrate) with twelve (12) gifts for you!

They give the popular "12 Days of Christmas" a creative spin by giving you twelve (12) things you should think about and prepare for your 401(k) plan going into 2022.





Episode quote

"Some of this we have talked about before, but what we tried to do is put together twelve (12) that we thought are important to plan sponsors and plan participants."

- Kim Moore


The finer details in this episode:

  • What you should consider for your 401(k) plan in preparation for 2022

  • What you can do to take action 

  • Examples and reminders for plan administrations

  • The importance of communication and documentation 


Episode resources:

Enjoy this episode? Subscribe to The 401(k) Audit CPA Success Show to get more tips and strategies for achieving 401(k) audit success. We're here to be a resource in this ever-changing industry.




The Twelve Days of a 401(k) Plan Christmas

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