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September 10, 2024
SECURE Act 2.0 brought several significant changes for 401(k) plans in 2024, has your organization made adjustments to…
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September 2, 2024
As 401(k) plan audits for 2023 wrap up, plan sponsors and administrators should look ahead to how they…
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July 8, 2024
As the end of July approaches, plan sponsors must finalize their 401(k) plan audits and prepare to file…
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May 20, 2024
Four changes may impact your 401(k) plan’s 2023 audit. As the plan administrator or sponsor, it’s imperative to…
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April 1, 2024
The latest Department of Labor (DOL) Audit Quality Study reveals that 401(k) audits are increasingly specialized, requiring businesses…
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February 6, 2024
Once your business reaches 80 to 120 employees, it must undergo an audit of its 401(k) plan, but…
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January 31, 2024
As a 401(k) administrator, failing to take a proactive stance in your yearly planning can result in missed…
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November 14, 2023
A 401(k) plan sponsor and plan administrator are two important roles within a 401(k) plan that hold fiduciary…
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November 3, 2023
Each fall, the Internal Revenue Service (IRS) reviews the contribution limitations for benefit plan contributions and other supporting…
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October 3, 2023
As year-end and final deadlines approach, 401(k) plan sponsors and administrators should remember to double-check the fine details…
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August 8, 2023
As a plan sponsor, even if you outsource the administration of your organization’s 401(k) plan to a third-party…
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July 24, 2023
One of the very first steps you need when hiring of a qualified benefit plan auditor is to…
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July 17, 2023
Your 401(k) plan management team, including the plan administrator and trustee, are in charge of the establishment and…
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July 10, 2023
As a 401(k) plan administrator, your responsibilities include specific fiduciary administrative duties you must adhere to stay in…
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July 3, 2023
Forming a retirement plan committee, even if all the right representatives are selected, is only the first step.…
Read Full Article June 29, 2023
It is the fiduciary duty of the plan sponsor to ensure the safety of participants’ funds, which includes…
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June 21, 2023
Congress passed new legislation at the end of 2022 called the SECURE Act 2.0. For more information about…
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May 26, 2023
When an employee leaves your workplace, what happens to their 401(k) funds? What are forfeitures in a 401(k)…
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May 25, 2023
Some SECURE Act 2.0 provisions have already come into effect in 2023, but it will continue to have…
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May 18, 2023
Each year, with few exceptions, any business that sponsors an employee retirement savings plan, or a 401(k) plan…
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May 16, 2023
In previous blog posts, we discussed the concept of “missing” participants in a 401(k) Plan. These are participants…
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February 28, 2023
It’s that time of year when Plan Sponsors of 401(k) plans find out that their plan has reached…
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February 13, 2023
Beginning the 401(k) plan audit process can feel overwhelming, no matter if its your company’s first audit or…
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February 7, 2023
Congress passed a new act called the Securing a Strong Retirement Act of 2022 (commonly referred to as…
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January 2, 2023
To ensure the new year begins on the right foot, there are several activities that Plan Sponsors should…
Read Full Article December 16, 2022
Reaching your first 401(k) audit as an organization is a milestone for any business, but one not everyone…
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December 13, 2022
What is the status of SECURE Act 2.0 and what effect could it have on companies’ 401(k) Plans?…
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November 7, 2022
As we near the end of a Plan year for those who oversee their company’s 401(k) Plan administration,…
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As a new year approaches, 401(k) plan sponsors and administrators should begin planning for 2023 to maximize plan…
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October 3, 2022
Is There a Checklist of Items Needed for a 401(k) Plan? As the Plan Sponsor of a 401(k)…
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September 29, 2022
As we approach October 17th, the deadline is drawing near for the filing of your Form 5500 if…
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A 401(k) audit can often be a lengthy process and looming deadlines can have plan providers feeling anxious…
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September 22, 2022
For those plans filing on a calendar year basis, the original deadline for filing the required Form 5500…
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August 17, 2022
When working with our 401(k) audit team our clients can expect a streamlined and organized process. 401(k) Audit…
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August 5, 2022
With the economy opening back up after the pandemic, businesses are struggling to get back to normal. In…
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August 2, 2022
Audit sampling is a list of transactions that need supporting data. When a 401(k) plan needs an audit,…
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