What to Expect from a 401k Audit - a podcast by Summit CPA Group
from 2019-12-21T02:11:43
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Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/
“The most important thing for you as a sponsor is to make sure you understand your plan.” - Kyle Tanaka
The finer details in this episode:
- The process you can expect to follow with the auditing firm
- The information you will have to provide to your auditor
- How you can prepare for a 401k audit
- The importance of asking questions and keeping a dialogue with your auditor
- How to get organized before and during the audit
- Why you should always keep your payroll data
Episode resources
- Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
- Learn more about the Anders 401(k) process and pricing.
- Email our Director + 401(k) Audit, Kim Moore, with questions.
- AICPA - https://www.aicpa.org
- GoToMeeting - https://www.gotomeeting.com
- Smart Sheet - https://www.smartsheet.com
Further episodes of The 401(k) Audit CPA Success Show
Further podcasts by Summit CPA Group
Website of Summit CPA Group