The 401(k) Audit CPA Success Show

By: Summit CPA Group Anders CPAs + Advisors
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  • Summary

  • Do you have 100 eligible participants in your 401(k) plan? If so, you might need a 401(k) audit. Anders CPAs + Advisors helps make the audit process as smooth as possible for companies across the United States. This podcast seeks to help companies learn everything they need to know about 401(k) audits, the audit process, and what you need to look for when searching for a 401(k) auditor. Tune-in monthly as Kim Moore, Director + 401(k) Audit at Anders, and special guests share the knowledge and experience acquired from decades of experience performing 401(k) audits. We'll answer some of the most common questions like does my company need a 401(k) audit? What do we need to do to prepare for a 401(K) audit? And much, much more.
    2019-2022 Anders CPAs + Advisors
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Economics Leadership Management Management & Leadership Political Science Politics & Government
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Episodes
  • Preparing Your Plan for New Secure Act 2.0 Provisions

    Preparing Your Plan for New Secure Act 2.0 Provisions
    Dec 30 2024

    Topics discussed in this episode include:

    • Key upcoming provisions and their effective dates
    • Strategies for evaluating and implementing plan changes
    • Why documentation is so important for compliance
    • How to prepare for plan amendments by the end of 2026
    • Education and communication strategies for plan participants

    Episode resources:

    • Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
    • Learn more about the Anders 401(k) process and pricing.
    • Request a 401(k) audit consultation
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    42 mins
  • Working with a Third Party Administrator or Recordkeeper on Your 401(k) Plan

    Working with a Third Party Administrator or Recordkeeper on Your 401(k) Plan
    Nov 25 2024

    Topics discussed in this episode include:

    • Practical tips to avoid common errors in census preparation
    • What steps to take if a test is failed
    • How to correct for plan administration errors
    • Best practices for maintaining documentation

    Episode resources:

    • Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
    • Learn more about the Anders 401(k) process and pricing.
    • Request a 401(k) audit consultation
    Show more Show less
    43 mins
  • Best Practices for Filing a Late Form 5500

    Best Practices for Filing a Late Form 5500
    Oct 14 2024

    Topics discussed in this episode include:

    • What to ask a potential audit firm
    • The federal communications to look out for and what to do when they arrive
    • How to determine if an audit firm is the right fit for you
    • Tactics to prevent future late filings

    Episode resources:

    • Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
    • Learn more about the Anders 401(k) process and pricing.
    • Request a 401(k) audit consultation
    Show more Show less
    40 mins

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