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Category: 401k Audit Firm

Stay on top of audits: Document your 401k oversight activities

June 16, 2021

We all know that 401k plans provide benefits to employees and employers alike, offering enhanced retirement security for workers and acting as an enticement when recruiting[...]

401k

Plan sponsors, do you have an investment policy? (What you need to know to be compliant)

May 18, 2021

You’ve probably heard that recent litigation over breaches of fiduciary duty under the Employee Retirement Income Security Act (ERISA) has been making a stir. It’s[...]

Personnel files

Personnel files: Going digital while staying compliant

April 19, 2021

With more people than ever working from home, the convenience and ease of digital filing systems are more relevant than ever.  This fact was driven home early last year[...]

Personal Protected Information

Sharing personal protected info online? Here’s what NOT to do

March 20, 2021

When the pandemic hit in 2020, some of our customers faced an unexpected curveball.  We’ve been doing virtual 401k audits for years, but many companies had maintained[...]

How to Choose a 401k Audit Firm for Your Company

How to Choose a 401k Audit Firm for Your Company

May 26, 2020

Auditing your company’s 401k plan can be a disruptive and lengthy process, taking up precious time and human resources. If handled badly, it can end up costing your[...]