14 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 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.

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

    • Entrepreneurship
    • 2.3 • 3 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 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.

    Planning for Retirement

    Planning for Retirement

    Today, Jamie Nau sits down with Kim Moore to talk about one of the most asked question, which is "What should I do so I could plan for my retirement?". Answering this question not just from the perspective of a plan sponsor but also from an individual's perspective focusing primarily on the 401k aspect of your retirement plan.

    • 26 min
    401K Trends with David Ramirez

    401K Trends with David Ramirez

    In this episode, Jamie Nau sits down with Kim Moore and David Ramirez from For Us All. We talk about current trends related to 401k plans during COVID-19 and the economic decline and things you can do in your business to respond within your 401k plan. We also talk about advice for employees and what you can do as an employer to support your employees on their 401k plan.

    • 28 min
    401K Related Penalties

    401K Related Penalties

    In this episode, Jamie Nau sits down with Kim Moore, the Summit CPA audit director, to talk about fines and penalties that are associated with 401k plans. We get a lot of questions about this topic at Summit CPA, and it’s extremely important information to have, especially as we get close to the 5500 deadline. Listen to learn about how you can ensure your business is following all of the rules and regulations with its 401k plan.

    • 30 min
    Implementing Auto-Enrollment Into Your Company’s 401k Plan

    Implementing Auto-Enrollment Into Your Company’s 401k Plan

    In this episode, Jamie Nau sits down with Kim Moore, the Summit CPA audit director, to talk about auto-enrollment. Auto-enrollment is when you require your employees to enter the 401k plan once they meet certain requirements. They don’t have to do anything in order to be enrolled. It happens automatically unless they take steps to decline enrollment. Listen to learn about how and why you would implement this into your company’s 401k plan.

    • 27 min
    Filing Form 5500

    Filing Form 5500

    In this episode, Jamie Nau sits down with Kim Moore, the Summit CPA audit director, to talk about the Form 5500. The Form 5500 is going to be due soon. It’s a tax form that provides information to the IRS and the Department of Labor about your 401k plan. Listen to learn everything you need to know about the procedures and requirements of filing it.

    • 29 min
    How 401(k) Audits Are Being Impacted By The COVID-19 Pandemic

    How 401(k) Audits Are Being Impacted By The COVID-19 Pandemic

    In this episode, Jamie Nau sits down with Kim Moore, the Summit CPA audit director, to talk about how COVID-19 is affecting 401(k) audits. You wouldn’t think that the pandemic would have much of an effect on your audit. However, many CPA firms are overwhelmed right now just trying to support the basic business of their clients who are facing a variety of challenging situations. As a result, 401(k) audits are falling low on the priority list.

    • 24 min

Customer Reviews

2.3 out of 5
3 Ratings

3 Ratings

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