Do you have 100 eligible participants in your 401(k) Plan? If so, you might need a 401(k) Audit. Since 2013, Summit CPA Group has helped make the audit process as smooth as possible for companies across the United States. This podcast seeks to help companies learn everything they need to know about 401(k) Audits, the audit process, and what you need to look for when searching for a 401(k) auditor.
Tune-in monthly as our host Jamie Nau interviews our Director of Audit Kim Moore and other members of the Summit CPA Group audit team to share the knowledge and experience acquired from our decades of experience performing 401(k) Audits. We'll answer some of the most common questions like does my company need a 401(k) audit? What do we need to do to prepare for a 401(K) Audit? And much, much more.
AGH
Brett Fellows, CFP®
Matt Vaadi
Jamaal W. Stafford
Nana Bonsu
The Hartford
connectandsimplify
Ajay Saini
Employer Flexible
Jason Haley
BerganKDV
Warwick Jackson
Rob Schulz
Wolters Kluwer
Tom Martin
Rounded
Cathy Curtis, CFP
Ben Martinek CFP ®, EA, CSLP®, RICP®
Equifax Workforce Solutions
Eric Croft
Hosted by Paul Sweeney
Williams Mullen
Utterly Financial
Mike Gibb
Thomas Rock Lindsay : HR
Rock My Image
threebsonthelaw
Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA
Entrepreneur, Business Continuity/Disaster Recovery Expert, Retired US Veteran
Amber Stitt
Jason Pereira
IC System
Gabe Nelson, CFP®
Richard Oring & Erik Garcia
Cristy Gupton
Abdo
IFEBP
Geoff Johansing
Moore Kingston Smith
Paychex, Inc.
Pam Mala
Julie Herres
JMFA
Tech 4 Accountants
BerniePortal
Jade Brandais
Whirks
PNC Bank
David Spray
Radio America
Ben Hudson
Rhamy Alejeal
Shawnna Weber
WEX
aCOWtancy
Phil Hayes
Jacqueline Waller
Bryan Orr
Dan Doran
Mike Berg
Joe Apfelbaum
Terri Davis
James Hay
Paul Sandhu
Jim Ray Consulting Services Management Business Development and Marketing
Daniel Kopp, Forrest Baumhover
Blake Oliver, CPA
Hayley Knight
lano.io
Alison Colley
Mike Martens
OneDigital
Eagle Employer Services
WTW
David R Peters
ADP
Michael Garofalo
LifeYield
Julie Keyes
Angela Gauci & Susan Rochester
Engaged
Rick Riebesell
MYOB
HR Ready Ltd
Joanna Oakey, Aspect Legal
The Entrepreneurial CPA Podcast
Justin Hogg
Technical Connection
Eric Sarver
Paul G. McManus
The Institute of Advanced Financial Planners | David Miller
Steven Sims
Penn Mutual
Zenefits
Steven Huskey
RiskinfoNZ
Broadspire
Alison Colley
Francois du Toit
Speakeasy Podcast Network