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Key Steps to Successfully Finalize Your 401(k) Audit
Topics discussed in this episode include:
- A breakdown of the schedules you could encounter and their impact on your audit
- Why you should always promptly answer any requests from your auditor
- What to include, and what to exclude, when filing your Form 5500
- Key tips to avoid difficulties while using the EFAST system
Episode resources:
- Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
- Learn more about the Anders 401(k) process and pricing.
- Request a 401(k) audit consultation
View all episodes
By Summit CPA Group , Anders CPAs + Advisors
3
44 ratings
Topics discussed in this episode include:
- A breakdown of the schedules you could encounter and their impact on your audit
- Why you should always promptly answer any requests from your auditor
- What to include, and what to exclude, when filing your Form 5500
- Key tips to avoid difficulties while using the EFAST system
Episode resources:
- Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
- Learn more about the Anders 401(k) process and pricing.
- Request a 401(k) audit consultation