5 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

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 SECURE Act/Opinion Letter Changes

    The SECURE Act/Opinion Letter Changes

    At the end of December, the SECURE Act was passed and went into law. There are some parts of it that are not in effect yet, but this is definitely something you need to know about if you are an employer that offers a 401k plan (or if you are considering it).

    In this episode, Jamie Nau sits down with Kim Moore, the Summit CPA audit director to discuss what you need to know about the SECURE Act as a 401k plan sponsor.

    • 24 min
    Pricing For A 401k Audit

    Pricing For A 401k Audit

    One of the first questions you probably have about a 401k audit is “how much is this going to cost?”

    In this episode, Jamie Nau sits down with Kim Moore, the Summit CPA audit director to talk about the pricing you can expect in a 401k audit and what you can expect from the pricing process.

    • 26 min
    What to Expect from a 401k Audit

    What to Expect from a 401k Audit

    A 401k plan is a benefit you are offering to your employees, so it probably isn’t obvious how to prepare for an audit and what to expect from the process.

    In this episode, Jamie Nau sits down with Kyle Tanaka to talk about the process you can expect the auditing firm to follow and how you can best work with your auditors through every stage.

    • 29 min
    The key factors to look for when hiring an audit firm

    The key factors to look for when hiring an audit firm

    Many business owners are seeking help and clarity when it comes to the audit process. While they may not know where to start, they know it’s time to get started in seeking out auditing professionals who can help.

    In this episode, Jamie Nau sits down with Kim Moore, director of auditing at Summit CPA, to shed some much-needed light on how the auditing process works and what you need to know to stay compliant.

    • 30 min
    What companies must know before the 401(k) audit deadline

    What companies must know before the 401(k) audit deadline

    The 401(k) audit deadline is quickly approaching. If you’re a company with 100 or more employees, it’s time to kick your auditing into high gear to ensure you’ll make the deadline.

    In this episode, Jamie Nau chats with Kim Moore, director of auditing, and CEO Jody Grunden to discuss the audit process at Summit CPA and what companies can do to prepare for the upcoming audit deadline.

    • 31 min

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