6 Steps to a Better Audit

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With spring, comes the annual Form 5500. To reduce audit costs…

5 401(k) Details That Can Kick You Out of Compliance

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As an auditor, it’s my job to look at every aspect of a 401(k)…

4 Things to Know Before You Hire an EBP Auditor

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If you have over 100 participants in your employee benefit plan,…

7 questions to ask your employee benefit plan auditor

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Employee benefit plan audits require specific tests. Since plan…

8 disclosures + 5 questions = things to tell your auditor

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The formal name for setting auditor expectations is ‘written…

Do you know if your 401(k) plan is broken?

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401(k) plans require much maintenance to meet fiduciary requirements.…

Internal control issues - part 2 of 2

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Your 401(k) auditor has two essential and one optional step to…

Avoid these 3 types of internal control issues – part 1 of 2

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One of the most significant points of your benefit plan audit…

Important news for retirement plan sponsors

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The IRS recently announced that employees will be able to contribute…

3 C's of compensation-related retirement plan errors

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You work hard to be compliant with all your fiduciary duties,…