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The 401(k) Audit CPA Success Show

business · EN · 45 episodes

Audience: 3

About this Podcast:

Do you have 100 eligible participants in your 401(k) plan? If so, you might need a 401(k) audit. Anders CPAs + Advisors helps 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 Kim Moore, Director + 401(k) Audit at Anders, and special guests share the knowledge and experience acquired from 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.

Pitch Analysis

Required Pod Score for this show. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.

Contact path

Verified email

Booking probability

22%

Guest openness

Selective

Verified email on file
80/100
Required Score

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Questions about The 401(k) Audit CPA Success Show

What is The 401(k) Audit CPA Success Show about?

Do you have 100 eligible participants in your 401(k) plan? If so, you might need a 401(k) audit. Anders CPAs + Advisors helps make the audit process as smooth as possible for companies across the United States.

What has The 401(k) Audit CPA Success Show covered recently?

Recent episodes include "Preparing Your Plan for New Secure Act 2.0 Provisions" (30 December 2024, 42 minutes), "Working with a Third Party Administrator or Recordkeeper on Your 401(k) Plan" (25 November 2024, 43 minutes), and "Best Practices for Filing a Late Form 5500" (14 October 2024, 40 minutes).

How often does The 401(k) Audit CPA Success Show publish?

The 401(k) Audit CPA Success Show publishes roughly monthly, with episodes averaging 38 minutes across 45 episodes.

How hard is it to get booked on The 401(k) Audit CPA Success Show?

Booking probability for The 401(k) Audit CPA Success Show is 22%, and the host is rated Selective on guests. The 401(k) Audit CPA Success Show requires a Pod Score of 80 or higher. The 401(k) Audit CPA Success Show's contact route on record: verified email.

Who should pitch The 401(k) Audit CPA Success Show?

The strongest fits for The 401(k) Audit CPA Success Show are Accounting, Tax & Payroll. The 401(k) Audit CPA Success Show has a business audience.

About the host

The 401(k) Audit CPA Success Show is a business show with 45 episodes published.

Verified host email: ████████@████.comSign in to unlock →

Recent episodes

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  • Episode #46

    Preparing Your Plan for New Secure Act 2.0 Provisions

    Dec 30, 202442 minS0

    <p>Topics discussed in this episode include:</p>Key upcoming provisions and their effective datesStrategies for evaluating and implementing plan changesWhy documentation is so important for complianceHow to prepare for...

  • Episode #45

    Working with a Third Party Administrator or Recordkeeper on Your 401(k) Plan

    Nov 25, 202443 minS0

    <p>Topics discussed in this episode include:</p>Practical tips to avoid common errors in census preparation What steps to take if a test is failedHow to correct for plan administration errors Best practices for...

  • Episode #43

    Best Practices for Filing a Late Form 5500

    Oct 14, 202440 minS0

    <p>Topics discussed in this episode include:</p>What to ask a potential audit firmThe federal communications to look out for and what to do when they arriveHow to determine if an audit firm is the right fit for...

  • Episode #42

    Taking Command of Your 401(k) Plan’s Internal Controls

    Sep 16, 202441 minS0

    <p>Topics discussed in this episode include:</p>Different types of controls and their various usesWhy it’s important to layer multiple controlsHow poor internal controls can negatively impact your 401(k) auditThe most...

  • Episode #41

    Prevent Delays and Errors in your 401(k) Plan Audit with the Power of Automation Software

    Aug 26, 202437 minS0

    <p>Topics discussed in this episode include:</p>The pitfalls of customization options in payroll software and modules such as QuickBooksWhy it’s important to keep documents clearly organizedHow delays with documents can...

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  • Episode #40

    Key Steps to Successfully Finalize Your 401(k) Audit

    Jul 1, 202443 minS0

    <p>Topics discussed in this episode include:</p>A breakdown of the schedules you could encounter and their impact on your auditWhy you should always promptly answer any requests from your auditorWhat to include, and...

  • Episode #39

    What to Ask Your 401(k) Auditor About New 2023 Audit Process Requirements

    May 20, 202428 minS0

    <p>Topics discussed in this episode include:</p>How SAS 143 and SAS 145 can impact your 401(k) plan audit.The considerations you need to take with your IT environment, even if either your plan or your IT work is managed...

  • Episode #38

    Lessons Learned from the Department of Labor Audit Quality Study

    Apr 1, 202446 minS0

    <p>Topics discussed in this episode include:</p>Top takeaways from the Audit Quality StudyWhich sections of an EBP audit have the highest rates of errorsThe questions to ask your audit firm to determine whether they...

  • Episode #37

    7 Tips to Become a Proactive Plan Administrator

    Jan 31, 202439 minS0

    <p>Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ </p><p>Topics discussed in this episode...

  • Episode #36

    Keeping up with 401(k) Compliance Requirements

    Oct 2, 202350 minS0

    <p>Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ </p><p>“We always say that you can outsource the...

  • Episode #35

    Is Your 401(k) Plan Protected from Cyber Threats?

    Jun 29, 202339 minS0

    <p>Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ </p><p>“[Cybersecurity protection] is not something in...

  • Episode #34

    Filing Form 5500 – Tips and Tricks 401(k) Plan Sponsors Must Know

    May 18, 202343 minS0

    <p>Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ </p><p>“It can be worse than time-consuming to fix...

  • Episode #33

    So You Just Found Out You Need A 401(k) Plan Audit, What's Next?

    Feb 10, 202338 minS0

    <p>Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ </p><p>“But I would caution you if an auditor is…half...

  • Episode #32

    Key Tips to Keep Your First 401(k) Plan Audit on Track

    Dec 12, 202233 minS0

    <p>Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/</p><p>“If it's a first-year audit, they usually take a...

  • Episode #31

    Final Year-End Preparations for 401(k) Plan Sponsors

    Nov 1, 202236 minS0

    <p>Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ </p><p>“Getting that [third-party administrator]...

  • Episode #30

    Simple Steps to Ensure a Speedy 401(k) Audit

    Sep 26, 202234 minS0

    <p>Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ </p><p>“If you delay getting us the information and...

  • Episode #29

    The Secure Act 2.0

    Jun 30, 202238 minS0

    <p>Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ </p><p>"It does have some pretty big implications for...

  • Episode #28

    Summit CPA has joined Anders

    May 26, 202226 minS0

    <p>Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ </p><p>"We're very excited about the...

  • Episode #27

    Building Stronger Relationships with your 401k Auditor

    Mar 15, 202229 minS0

    <p>Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ </p><p>"I always describe the, the audit timeline as...

  • Episode #26

    Auditminer With Kelly Mann

    Feb 7, 202236 minS0

    <p>Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ </p><p>"We listened to our customers. AuditMiner is so...

Guest Appearances

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