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

  • 2024/07/01
  • 再生時間: 43 分
  • ポッドキャスト

Key Steps to Successfully Finalize Your 401(k) Audit

  • サマリー

  • 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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あらすじ・解説

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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