[caption id="attachment_677" align="aligncenter" width="640"] Photo by Edmond Dantès.[/caption] Don't get surprised at audit time. Stay compliant when handling the 401(k)[...]
Don't require a full-scale audit? There's an alternative: agreed-upon procedures. In our last blog, we discussed changes to 401(k) audit requirements that mean many small[...]
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[...]
Do you know the real cost of your plan? 401(k) plans are attractive to employers for retaining and recruiting employees, but all 401(k) plans come with a price. No surprise,[...]
Establishing a 401(k) retirement plan is simple. After all, you just have to choose vendors, draft legally sound documents, operate the plan, and stay in compliance. No big[...]
It happens... you've performed your audit and discovered some discrepancies. If you've ever found yourself in this position, you're definitely not alone. In fact, eligible[...]
Congratulations to your organization, on selling (or buying) a business! Now comes the fun part: Figuring out what to do with all of those employee records. When you're a[...]
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630.886.7669
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