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

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

by JoAnn Cassell | 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,...
How long does a 401k audit take?

How long does a 401k audit take?

by JoAnn Cassell | Jun 30, 2020 | 401k Audit Time, Audit Procedures

If the word “audit” makes you cringe, you’re not alone. At their worst, audits can be a major pain. They can sap your time, energy, and resources. When our clients ask us how long a 401k audit will take, they’re usually afraid of the answer. But there’s good news. If...

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