by cpaadmin | Aug 15, 2023 | 401k Compliance, Merger & Acquisitions, Record Retention, Uncategorized
Don’t get surprised at audit time. Stay compliant when handling the 401(k) or benefits plans during a merger or acquisition. Merging or holding companies? Buying a business? “What will happen to our 401(k)?” is a question that rarely comes up. But the last...
by admin | Mar 9, 2016 | Audit Procedures
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 your plan’s annual reports in advance, including any plan documentation prepared by...