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What are Agreed-Upon Procedures, and when do you need them?

What are Agreed-Upon Procedures, and when do you need them?

by cpaadmin | Jul 15, 2023 | 401k Compliance

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 and mid-sized businesses won’t need a formal annual 401(k) audit. To summarize: As a...

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