• 7 Tips to Become a Proactive Plan Administrator

  • Jan 31 2024
  • Length: 39 mins
  • Podcast

7 Tips to Become a Proactive Plan Administrator

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  • Summary

  • 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/ 

    Topics discussed in this episode include:

    • Tips on defining roles within your 401(k) plan to promote more cohesion
    • The importance of access reviews and why access levels are an equally important part of the discussion
    • Benefits of a compliance calendar, plus tips to create one that helps you meet deadlines and improve processes
    • Why hiring an investment advisor could help improve participant satisfaction and be a part of your due diligence

    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 and 401(k) Audit Practice Leader, Kim Moore, with questions.
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