Description

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/ 

"As long as you talk to your auditor upfront (and say), make sure they're on board, they know what they're doing. They're handling all this properly. Talk about any of these areas that may have peaked your interest that, oh, that sounds like a problem for. Talk to your auditor and do it now. Don't wait." Kim Moore
 

The finer details in this episode:

• Defining and understanding the SAS 136 - for plan sponsors and auditors
• Things to consider when determining what audit you need
• What you need to prepare with your service providers if you are a plan sponsor
   

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 + 401(k) Audit, Kim Moore, with questions.