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How to choose the right 401(k) plan auditor

How to choose the right 401(k) plan auditor

October 15, 2023

Wondering how to choose the right 401(k) plan auditor for your organization? Here’s what to look for—and avoid—in selecting your auditing firm.   If your[...]

building a relationship with your 401k or benefits plan auditor

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

May 15, 2023

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)[...]

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[...]

TIME IS MONEY: Preparation is Key in Reducing the Cost of your Audit

March 9, 2016

With your benefit plan's audit just around the corner, you should expect many questions to arise which pertain to specific details of your plan.  If you familiarize yourself with[...]