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Case studies: Lessons learned from successful 401(k) plan audits

Case studies: Lessons learned from successful 401(k) plan audits

by cpaadmin | May 15, 2025 | 401k Plan Mistakes, Audit Insights

Conducting a 401(k) audit can feel daunting—especially when you uncover more “gotchas” than guarantees. Every year, we feature the top three errors (= teachable moments) of that audit season. Today, however, we’re gathering lessons learned from successful 401(k) plan...
The top 3 errors on 401(k) plan audits in 2024

The top 3 errors on 401(k) plan audits in 2024

by cpaadmin | Feb 15, 2025 | 401k Compliance Error, 401k Plan Mistakes, Audit Insights, Eligible compensation discrepancies

With 2024’s audit season a none-too-distant memory, it’s time to look back at the top 3 errors on 401(k) plan audits we saw our clients make last year… So you can prevent them from showing up during your next benefits plan audit! Since we specialize in 401(k) plan...

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