The 401(k) Audit CPA Success Show

About 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.

Publisher

Summit CPA Group , Anders CPAs + Advisors

Category

business · government

Language

en

Explicit

No

First episode

23 Sept 2019

Latest episode

30 Dec 2024

Latest episodes

1 of 45 episodes have a transcript.

1. 

   30 Dec 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.

2. 

   25 Nov 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.

3. 

   14 Oct 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.

Inside a recent episode

The Great Resignation

Published 10 Nov 2021 · Transcript excerpt

[…] That's just a terrible data set that's not got any best fit line, you know, because, because of that, we really have to get in front of these issues and, you know, part of the reason I'm excited to be a part of the team here is because I'm one extra touch point with people that the hope is the familiarity and the trust that I can build with our team will let them bring up smaller things faster and bring up concerns that they might have kept themselves and they might have just sat on quietly and, you know, I think what we see a lot and kind of what's led to the great resignation is that a lot of times people aren't really voicing the issues they're having and they're just quietly looking for other jobs and disappearing and we really want to get out ahead of that and figure out, you know, why is it that this person is disinterested? […]

Reach and audience

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Apple Podcasts (US)

3.0 / 5

4 ratings

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Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.