by Amy Sac | Apr 14, 2026 | 401kCPAs News, Uncategorized
If your employee benefit plan requires an audit, choosing the right CPA firm isn’t just a box to check—it’s one of the most important risk decisions you’ll make as a plan sponsor. Too many companies treat a 401(k) audit like any other financial statement audit. It’s...
by Amy Sac | Apr 14, 2026 | 401kCPAs News, Uncategorized
If your company offers a 401(k), 403(b), or other employee benefit plan, there’s a point where compliance stops being optional—and an audit becomes mandatory. Yet most plan sponsors don’t fully understand what an employee benefit plan (EBP) audit involves, when it’s...
by Amy Sac | Aug 20, 2025 | 401kCPAs News, Uncategorized
You’ve gathered your payroll reports, trust statements, census data, plan documents, and every other scrap of paper your CPA asked for. You’ve met your responsibilities—and probably exhaled with relief. As the plan sponsor, you’ve done your part. Now make sure...
by Amy Sac | Aug 13, 2025 | 401kCPAs News, Uncategorized
If you’re a 401(k) plan sponsor and it’s August, the October 15 Form 5500 deadline is already looming. Normally, I’d be telling you to make sure your auditor is wrapping up fieldwork by now. But some of you reading this haven’t even found an auditor yet. Maybe you...
by Amy Sac | Jul 25, 2025 | 401kCPAs News, Uncategorized
If your advisor just told you your company’s 401(k) plan now requires an audit, you’re not alone — and you’re not out of time. But with the July 31 Form 5500 deadline just days away, you need to act quickly. Here’s what you need to know right now. Why Your Plan Needs...
by Amy Sac | Jul 25, 2025 | 401kCPAs News, Uncategorized
The SECURE 2.0 Act, signed into law in late 2022, represents one of the most comprehensive overhauls to retirement plan legislation in recent years. As auditors reviewing 401(k) plans for the 2024 plan year, PriceKubecka’s now seeing the real-time impact of these...
