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Open Enrollment: Get a Jump Into Your 401(k) Plan

Published by Summit Marketing Team on Oct 11, 2021 10:00:00 AM

The 401(k) Audit CPA Success Show: Episode 22

In this episode, Jamie Nau sits down with our Director of Auditing, Kimberly Moore to talk about a timely issue since it is close to the time for open enrollment and annual enrollment for employees.

We will share strategies old and new that can influence your employees enroll into your 401(k) Plan while highlighting the importance of communication in bridging the gap between the company and its employees to discuss about 401(k) Plans.





Episode quote:


"You want to allow people to have very specific questions about their situation. Different companies have different needs. (You) Definitely want to get everybody thinking about this. So they're prepared when it's, when it's time."

- Kim Moore


The finer details of this episode:

  • What approach should you use? Why is a holistic approach important?

  • Questions to ask your service providers to ensure you know the requirements you need to communicate 

  • What you need to consider before doing open enrollment

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. 



Open Enrollment: How to Get Employees Jump Into Your 401(k) Plan

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