• Working with a Third Party Administrator or Recordkeeper on Your 401(k) Plan

  • Nov 25 2024
  • Length: 43 mins
  • Podcast

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

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  • Summary

  • 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
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