29 episodes

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, now A Division of Anders CPAs + Advisors, 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 Kim Moore, our Director of Audit, and special guests share the knowledge and experience acquired from 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.

The 401(k) Audit CPA Success Show Summit CPA Group

    • Business
    • 3.0 • 4 Ratings

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, now A Division of Anders CPAs + Advisors, 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 Kim Moore, our Director of Audit, and special guests share the knowledge and experience acquired from 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.

    The Secure Act 2.0

    The Secure Act 2.0

    In this episode our Director of Audit, Kim Moore, sits down with Karen Hill, our 401(k) Senior Auditor talk about the Secure Act 2.0 and the latest updates as the bill is now for the Senate's approval. Kim and Karen will discuss the major provisions of the Secure Act 2.0 and its implications for 401k plan participants and plan sponsors.

    • 37 min
    Summit CPA has joined Anders

    Summit CPA has joined Anders

    Have you heard the news? Last April 1, 2022, Summit CPA officially joined Anders CPAs + Advisors (Anders) with a vision to achieve their highest potential together. Anders is a Top 100 St. Louis-based CPA and advisory firm that has delivered full-service accounting, tax, audit, and advisory services to growth-oriented companies, organizations, and individuals for more than 55 years. In this special episode, our Director of Accounting, Jamie Nau interviews Mark Hinsen, Partner and Director + Audit and Assurance at Anders and Kim Moore, our Director of Audit to talk about the recent merger and how it will affect the audit department, services provided, and clients.

    • 25 min
    Building Stronger Relationships with your 401k Auditor

    Building Stronger Relationships with your 401k Auditor

    In today's episode, Kim Moore, Summit CPA's Director of Auditing will be our host together with Karen Hill, Summit CPA Group's 401(k) Senior Auditor to talk about a situation that we often see on the operations floor
    - misunderstandings and tension between the auditor and the company being audited. Knowing how you can interact and communicate better with your 401k Auditor can help avoid several unnecessary conflict and wasted energies. We will be sharing tips and tricks of the trade that can help make the audit smoother for everybody.

    • 28 min
    Auditminer With Kelly Mann

    Auditminer With Kelly Mann

    AuditMiner is an online B2B SaaS tool that streamlines the employee benefit plan audit. In today's episode, Kim Moore, Summit CPA's Director of Auditing will be our host together with Karen Hill, Summit CPA Group's 401(k) Senior Auditor to interview our guest Kelly Mann, Co-Founder of AuditMiner to discuss how this tool benefits CPA firms conducting 401(k) audits.

    • 36 min
    SAS 136 Revisit

    SAS 136 Revisit

    We've discussed SAS 136 very briefly in the past, but this audit season we share what this would mean for 401(k) plan sponsors and auditors. In this episode, our host and Summit CPA's Director of Accounting/Virtual CFO, Jamie Nau together with Kim Moore Summit CPA's Director of Auditing and 401(k) Senior Auditor, Karen Hill revisit and dive deeper into the new Statement on Audit Standards 136.

    • 34 min
    Twelve Days of a 401k Plan Christmas

    Twelve Days of a 401k Plan Christmas

    In this special holiday episode, our host and Summit CPA's Director of Accounting/Virtual CFO, Jamie Nau together with Kim Moore Summit CPA's Director of Auditing and 401(k) Senior Auditor, Karen Hill are coming just in time for the holidays - (whichever one you celebrate) with twelve (12) gifts for you! They give the popular "12 Days of Christmas" a creative spin by giving you twelve (12) things you should think about and prepare for your 401(k) plan going into 2022.

    • 31 min

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