by cpaadmin | Aug 15, 2025 | Merger & Acquisitions
When your company is acquiring or merging with another, the due diligence process doesn’t stop at financials or operations. The target company’s retirement plans—especially their 401(k)—carry risks, responsibilities, and decisions that can impact both compliance and...
by cpaadmin | Jul 15, 2025 | Audit Procedures
In 401(k) plan audits, digital tools and AI-powered platforms are helping plan sponsors and auditors streamline processes, reduce errors, and save time. The result? A smarter, more efficient audit experience that’s better for everyone involved, whether you’re...
by cpaadmin | Jun 15, 2025 | 401k Audit Firm, How to choose an auditor
Selecting the perfect auditor for your 401(k) plan isn’t just a box‑checking exercise—but our handy 401(k) auditor checklist will ensure that you cover the key criteria and questions to ask to make the right choice. Because it’s a decision, after all, that can make...
by cpaadmin | May 15, 2025 | 401k Plan Mistakes, Audit Insights
Conducting a 401(k) audit can feel daunting—especially when you uncover more “gotchas” than guarantees. Every year, we feature the top three errors (= teachable moments) of that audit season. Today, however, we’re gathering lessons learned from successful 401(k) plan...
by cpaadmin | Apr 15, 2025 | 401k Plan Audit, Regulations & Policies, Uncategorized
If you sponsor a 401(k) plan for your employees, you’ve probably heard talk about retirement plan audits. Maybe someone told you you’ll need one once you hit 100 participants… or was it 120? Eligible? Contributing? It’s confusing, we get it. The good news? You’re not...
