by JoAnn Cassell | 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...
by JoAnn Cassell | Jun 16, 2021 | 401k Audit Oversight, 401k Plan Audit Documentation, Audit Procedures
We all know that 401k plans provide benefits to employees and employers alike, offering enhanced retirement security for workers and acting as an enticement when recruiting new employees. But for those charged with managing 401k oversight, these popular plans bring...
