Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ 

Topics discussed in this episode include:

• Tips on defining roles within your 401(k) plan to promote more cohesion
• The importance of access reviews and why access levels are an equally important part of the discussion
• Benefits of a compliance calendar, plus tips to create one that helps you meet deadlines and improve processes
• Why hiring an investment advisor could help improve participant satisfaction and be a part of your due diligence

Episode resources:

• Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
• Learn more about the Anders 401(k) process and pricing.
• Email our Director and 401(k) Audit Practice Leader, Kim Moore, with questions.