401(k)ouple Podcast

401(k) Horror Stories and Large Plan Audits - Deep Dive With Travis Jack CPA, QKA


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Join the 401(k)ouple as we explore the ins and outs of 401(k) plans, share insights from industry experts, and break down complex topics surrounding the retirement industry.

In this episode, we welcome Travis Jack, CPA, QKA and managing member at Metz CPA, to discuss the intricacies of retirement plan audits. The conversation covers the recent changes in audit requirements, the importance of auditor experience, and the challenges faced by plan sponsors in preparing for audits. Travis shares insights on audit quality indicators, common compliance failures, and the evolving landscape of the auditing industry, emphasizing the need for thorough preparation and understanding of regulations.

Hopefully, this was helpful and entertaining. Comment below what was most helpful or insightful for you!

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401(k)ouple PodcastBy Christopher Tipper