How often does this podcast release new episodes?

This podcast updates bi-weekly.

Where can I listen to this podcast?

This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

No, this podcast does not typically feature guests.

The 401(k) Audit CPA Success Show

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by Summit CPA Group , Anders CPAs + Advisors

45 episodes

Updated Bi-weekly

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Podcast Overview

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.

Language

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Publishing Since

9/23/2019

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Recent Episodes

December 30, 2024

Preparing Your Plan for New Secure Act 2.0 Provisions

Plan sponsors and administrators will face new opportunities as 2026 Secure Act 2.0 provisions come into effect. Take this time to prepare amendments to your plan document and educate your participants on upcoming changes. You should also review new provisions, both mandatory and optional, and begin strategizing how to include them in your plan. Kim Moore, Director and 401(k) practice leader, and Karen Hill, audit and assurance manager, were joined by Kristin Cortez, an audit and assurance supervisor with the firm, to provide actionable tips for evaluating and implementing these changes to ensure compliance and optimal benefits for your participants.

November 25, 2024

Working with a Third Party Administrator or Recordkeeper on Your 401(k) Plan

What activities and responsibilities do a 401(k) plan’s third-party administrator (TPA) have as year-end approaches, and how can plan sponsors or administrators better work with them to make sure those responsibilities are maintained? Anders director and 401(k) practice leader Kim Moore is joined by audit manager Karen Hill and audit supervisor Kristin Cortez to discuss proactive strategies both plan sponsors and TPAs can enact to fulfill fiduciary duties and ensure compliance.

October 14, 2024

Best Practices for Filing a Late Form 5500

Kim Moore, Director and 401(k) practice leader, and Karen Hill, audit and assurance manager, share actionable tips and best practices for plan sponsors and administrators to minimize penalties when filing a late Form 5500 by the October 15 deadline.

45 total episodes available with 1 transcripts

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Frequently asked questions

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What is The 401(k) Audit CPA Success Show?: 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.
How often does this podcast release new episodes?: This podcast updates bi-weekly.
Where can I listen to this podcast?: This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: No, this podcast does not typically feature guests.

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