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Newsletter

Save time: How to get organized before your next audit

February 15, 2023

  We know, nobody loves to do an audit. (If you did, you’d be working here.) 401(k) audits may look time-consuming, but nothing about them is left to chance. The[...]

Don’t wait until the last minute!

January 14, 2023

Everyone procrastinates. That’s especially true now, when just about everyone is short-staffed. When it comes to your 401(k) audit, the sooner you start, the[...]

Top 3 mistakes on audits this year

December 21, 2022

A 401(k) audit can feel like a test you didn’t study for. After all, you’ve got lots of other priorities. Here’s the catch: Just three mistakes make up more than half the[...]