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:
