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/ 

“The most important thing for you as a sponsor is to make sure you understand your plan.” - Kyle Tanaka

The finer details in this episode:

• The process you can expect to follow with the auditing firm
• The information you will have to provide to your auditor
• How you can prepare for a 401k audit
• The importance of asking questions and keeping a dialogue with your auditor
• How to get organized before and during the audit
• Why you should always keep your payroll data

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.
• AICPA - https://www.aicpa.org
• GoToMeeting - https://www.gotomeeting.com
• Smart Sheet - https://www.smartsheet.com