Document Retention Policy for Your 401(k) Plan
Is There a Checklist of Items Needed for a 401(k) Plan? As the Plan Sponsor of a 401(k)…
401(k) plans are governed by ever-changing rules and regulations issued by Congress, the IRS, DOL, ERISA, and the Social Security Administration. Our 401(k) auditors have years of experience and perform over 300 audits annually.
An incomplete, late, or inadequate 401(k) audit report may result in significant penalties and plan termination. Our standard, 6-phase 401(k) audit process is comprehensive, performed virtually and on your schedule.
Our standard, 6-phase workstream process is comprehensive. Our audit team is detailed and experienced in guiding our clients through every complexity within a 401(k) audit including helping to collect and organize the multiple documents required including:
View the detailed roadmap of our 6-phase audit process, or see it in action below:
Our pricing policy is fixed. Your quote is not an estimate.
The complexity of 401(k) plan audits can be overwhelming for first time clients so we’ve created a thorough 401(k) audit guide to explain every aspect of the process. The guide includes:
How much does a 401(k) audit cost? What documents are needed to get started? Our free audit consultation service can help to determine next steps.
No matter the size or industry of your business, our 401(k) audit team is here to help. What are your 401(k) audit needs?
Want to keep up with all the latest insights from Anders? Subscribe and receive the information that matters to you.