Small businesses rejoice as a new Department of Labor rule means many may no longer be required to perform an annual 401(k) audit and submit their results on Form 5500 to stay[...]
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)[...]
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[...]
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[...]
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[...]
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[...]