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
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...
by Amy Sac | Jun 17, 2025 | 401kCPAs News, Uncategorized
Avoiding Costly 401(k) Compensation Errors: A Guide for HR, Payroll, Finance Professionals 401(k) retirement plans are powerful tools for helping employees save for the future, but they also come with a minefield of regulatory requirements—especially when it comes to...
by Amy Sac | Aug 2, 2024 | 401kCPAs News
Submitting an employee retirement plan audit, specifically a 401(k) audit, before the October 15 deadline is essential for ensuring compliance and avoiding severe penalties. The 401(k) audit is a critical review process that evaluates the financial statements and...
