When is a 401(k) Plan Audit Required?
To ensure the new year begins on the right foot, there are several activities that Plan Sponsors should…
Read Full ArticleKim has over 30 years of audit experience, working for the Indiana Department of Revenue and moving through the audit department ranks at Lincoln Financial Group where she assisted in the development of the company’s Sarbanes-Oxley compliance program. Kim joined Summit CPAs, who merged their 401(k) practice with Anders in April 2022, and led the 401(k) audit division through a period of significant growth. Since 401(k) plans are governed by ever-changing rules and regulations issued by Congress, the IRS, DOL, ERISA, and the Social Security Administration, her team helps ensure employee benefit plans are in compliance with all necessary regulations.
Joined the firm in 2014
Singing in the Rain
“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” – Maya Angelou
Kim has over 30 years of audit experience, working for the Indiana Department of Revenue and moving through the audit department ranks at Lincoln Financial Group where she assisted in the development of the company’s Sarbanes-Oxley compliance program. Kim joined Summit CPAs, who merged their 401(k) practice with Anders in April 2022, and led the 401(k) audit division through a period of significant growth. Since 401(k) plans are governed by ever-changing rules and regulations issued by Congress, the IRS, DOL, ERISA, and the Social Security Administration, her team helps ensure employee benefit plans are in compliance with all necessary regulations.
Joined the firm in 2014
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