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 | Jun 26, 2024 | 401kCPAs News
In 2023, the Employee Benefits Security Administration made a startling revelation: a staggering 30% of annual audits of employee benefit plan financial statements fell short, with major deficiencies in meeting key requirements. Why does this matter? For plan...
