Overwhelmed by your 401k auditor’s questionnaires? (We hate them too.)

Overwhelmed by your 401k auditor’s questionnaires? (We hate them too.)

Plan sponsors and advisors, building a relationship with your 401k or benefits plan auditor is better than any questionnaire. Here’s why. No matter if you’re a 401(k) plan sponsor or advisor, you know your decisions have a major impact on plan administration and...
How long does a 401k audit take?

How long does a 401k audit take?

If the word “audit” makes you cringe, you’re not alone. At their worst, audits can be a major pain. They can sap your time, energy, and resources. When our clients ask us how long a 401k audit will take, they’re usually afraid of the answer. But there’s good news. If...