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Are You Using 401(k) Plan Forfeitures Correctly?

Are You Using 401(k) Plan Forfeitures Correctly?

By Tyler Gay, CPA, MBA August 05, 2025

Most Common Deficiencies in 401(k) Plan Audits and How to Overcome Them

Most Common Deficiencies in 401(k) Plan Audits and How to Overcome Them

By Jessica Ashley, CPA, MBA June 10, 2025

Automatic Enrollment under SECURE 2.0: What Plan Sponsors Need to Know for 2025 and Beyond

Automatic Enrollment under SECURE 2.0: What Plan Sponsors Need to Know for 2025 and Beyond

By Ashley Leonard, CPA May 15, 2025

SECURE 2.0: What Employers Must Do to Comply with New Rules for Part-Time Employees

SECURE 2.0: What Employers Must Do to Comply with New Rules for Part-Time Employees

By Ashley Leonard, CPA April 08, 2025

How to Prepare for Your First 401(k) Plan Audit

How to Prepare for Your First 401(k) Plan Audit

By Jessica Ashley, CPA, MBA March 20, 2025

When does a 401k Plan Need an Audit?

When does a 401k Plan Need an Audit?

By Ashley Leonard, CPA March 06, 2025