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12/13/22 Webinar Recap - 401(k) Audits: Best Practices and Updates

Date/Time

December 13, 2022

11:00 AM – 12:00 PM EDT


Location

Webinar

 

Does your employee benefit plan have 100 or more participants? If so, an annual audit report may be required when filing IRS Form 5500. While often considered an intimidating task, proper planning and document preparation can turn this time-consuming task into a streamlined, successful year-end audit.


To ensure compliance, thereby minimizing risk to your employees and company, listen to The Siekmann Company’s President Aaron Siekmann and GBQ’s Assurance Senior Manager Kristin Romaker for an informal discussion as they share timely 401(k) audit guidance, including:

  • Recent developments for plan sponsors, including the “80-120” rule

  • 401(k) plan changes amid contribution limit increases

  • Tips to correct and avoid common audit reporting and disclosure matters

This webinar qualified for 1.0 hour of CPE based on Ohio CPE requirements.


*To be eligible for CPE credit you must have attended the live session of the webinar and have completed and submitted the required documentation.


Speakers







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