The 401(k) Audit CPA Success Show

By: Summit CPA Group Anders CPAs + Advisors
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  • Summary

  • Do you have 100 eligible participants in your 401(k) plan? If so, you might need a 401(k) audit. Anders CPAs + Advisors helps make the audit process as smooth as possible for companies across the United States. This podcast seeks to help companies learn everything they need to know about 401(k) audits, the audit process, and what you need to look for when searching for a 401(k) auditor. Tune-in monthly as Kim Moore, Director + 401(k) Audit at Anders, and special guests share the knowledge and experience acquired from decades of experience performing 401(k) audits. We'll answer some of the most common questions like does my company need a 401(k) audit? What do we need to do to prepare for a 401(K) audit? And much, much more.
    2019-2022 Anders CPAs + Advisors
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Episodes
  • Prevent Delays and Errors in your 401(k) Plan Audit with the Power of Automation Software

    Prevent Delays and Errors in your 401(k) Plan Audit with the Power of Automation Software
    Aug 26 2024

    Topics discussed in this episode include:

    • The pitfalls of customization options in payroll software and modules such as QuickBooks
    • Why it’s important to keep documents clearly organized
    • How delays with documents can result in late filings
    • What is AuditMiner and how 401(k) auditors are able to use it

    Episode resources:

    • Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
    • Learn more about the Anders 401(k) process and pricing.
    • Request a 401(k) audit consultation
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    37 mins
  • Key Steps to Successfully Finalize Your 401(k) Audit

    Key Steps to Successfully Finalize Your 401(k) Audit
    Jul 1 2024

    Topics discussed in this episode include:

    • A breakdown of the schedules you could encounter and their impact on your audit
    • Why you should always promptly answer any requests from your auditor
    • What to include, and what to exclude, when filing your Form 5500
    • Key tips to avoid difficulties while using the EFAST system

    Episode resources:

    • Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
    • Learn more about the Anders 401(k) process and pricing.
    • Request a 401(k) audit consultation
    Show more Show less
    43 mins
  • What to Ask Your 401(k) Auditor About New 2023 Audit Process Requirements

    What to Ask Your 401(k) Auditor About New 2023 Audit Process Requirements
    May 20 2024

    Topics discussed in this episode include:

    • How SAS 143 and SAS 145 can impact your 401(k) plan audit.
    • The considerations you need to take with your IT environment, even if either your plan or your IT work is managed by a third-party.
    • The consequences of changes to Form 5500 and why this change especially matters for companies hovering around the 100-participant threshold.

    Episode resources:

    • Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
    • Learn more about the Anders 401(k) process and pricing.
    • Request a 401(k) audit consultation
    Show more Show less
    28 mins

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