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.
"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
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