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What is a SOC report and why plan sponsors should review it each year

What is a SOC report and why plan sponsors should review it each year

by cpaadmin | Dec 15, 2024 | 401k Compliance

So, what is a SOC report? Many plan sponsors of 401(k) and other benefit plans outsource critical plan tasks to outside service providers or vendors like payroll servicers, third-party administrators, and recordkeepers. This makes you the customer, or to use the...
Know who’s who: Your 401(k) plan service providers

Know who’s who: Your 401(k) plan service providers

by cpaadmin | Sep 15, 2023 | 401k Audit Firm, 401k Communication, Auditor, Fiduciary, Plan Sponsors

There are many service providers on your 401(k) plan team. Here’s what their roles are and what to expect from each of them. To keep your 401(k) plan sustainable, successful, and compliant with IRS and Department of Labor regulations, it’s important to know who’s who,...

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