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/ 

“You wanna find out from them what happens if I do sign with you and I stay for a while and for whatever reason I decide I wanna go somewhere else....what does that process look like? What are you gonna agree to help me with?” - Kim Moore

The finer details in this episode:

• Does your company need one?
• What to look for if you plan to hire record keepers/third party administrator services
• Things to consider when planning to switch service providers
• Choosing which service provider to work with

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.