Insight
My 401(k) Plan Needs an Audit – Where Do I Start?
Posted on February 28, 2023It’s that time of year when Plan Sponsors of 401(k) plans find out that their plan has reached the point that requires an audit. In general, when plans have more…
It’s that time of year when Plan Sponsors of 401(k) plans find out that their plan has reached the point that requires an audit. In general, when plans have more…
If you are the plan trustee (sponsor) for your company sponsored retirement or 401k plan, you are legally responsible for any decisions made for the plan. It is vital that…
…of the cryptocurrencies in your company’s 401(k) Plan? Should you? What are the pros and cons of offering it as an investment alternative to your employees? New to 401(k) Plans First…
The complexity of an employee benefit plan can vary in many ways, depending on the rules of the plan itself and the plans investments, etc. The accuracy of a plan…
…are the main component of the financial statements, this is a critical area for the audit. COMPLIANCE As mentioned above, these audits involve technical compliance issues. Areas your auditor will…
…to move the money. Update or Add Plan Provisions to your Plan Document Consider including a Plan provision in your Plan Document so that you can move funds to an…
Professional Profile Merella brings over 30 years of experience to Anders as a principal and health care practice…
…health insurance plan. Factors to Consider When Choosing a Health Insurance Plan There are four main types of health insurance plans that employers offer in today’s market. Every person should…
…giving your local examiner a call to see what their position is. What About Open-End Loans? For 2022 data that must be submitted by March 1, 2023, the open-end threshold…
Want to keep up with all the latest insights from Anders? Subscribe and receive the information that matters to you.