by Amy Sac | Oct 8, 2026 | 401kCPAs News, Uncategorized
For most 401(k) plan sponsors, audit season centers around the July 31 Form 5500 deadline and the October 15 extended deadline. But not every 401(k) plan operates on a calendar year. If your 401(k) plan has a fiscal year or other non-calendar-year plan year, your Form...
by Amy Sac | Sep 22, 2026 | 401kCPAs News, Uncategorized
The October 15 extended Form 5500 filing deadline is just weeks away, but your 401(k) audit isn’t finished—or perhaps it hasn’t even started. If you don’t have a valid extension, your filing may already be late. The first instinct may be to panic, start forwarding old...
by Amy Sac | May 8, 2026 | 401kCPAs News, Uncategorized
For many businesses, the moment a 401(k) plan requires an audit feels like an unexpected compliance cliff. One year your plan operates as a “small plan” with relatively simple Form 5500 filing requirements. The next year, you may suddenly face a full ERISA audit,...
by Amy Sac | May 6, 2026 | 401kCPAs News, Uncategorized
The SECURE 2.0 Act is no longer just “new legislation” sitting in the background. In this year’s 401(k) audit season, its operational impact is now showing up directly inside employee benefit plan audits. What many plan sponsors are discovering this year is that...
by Amy Sac | Apr 29, 2026 | 401kCPAs News, Uncategorized
If you’ve been through an Employee Benefit Plan audit before, you already know the drill: endless back-and-forth, repeated document requests, and 10–20+ hours of your team’s time tied up answering questions. But it doesn’t have to be that way. PriceKubecka has...
