• Key Steps to Successfully Finalize Your 401(k) Audit

  • Jul 1 2024
  • Length: 43 mins
  • Podcast

Key Steps to Successfully Finalize Your 401(k) Audit

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  • Summary

  • 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
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