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All 401(k) Plans have specific requirements to comply with IRS and Department of Labor regulations, Employee Retirement Income Security Act of 1974 (ERISA) rules and Plan Document specifications. Non-compliance can result in large penalties, lost administrative time and create negative employee satisfaction with company benefit programs. If your client sponsors a 401(k) Plan for their employees, this is a great course to help you guide your client through the myriad of regulations and requirements. Help them avoid the headaches associated with non-compliance and the cost and time required to correct deficiencies.
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Understand all the parties involved in plan administration and their specific responsibilities.
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Review the basic plan requirements.
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Examine the monitoring activities needed to ensure the plan remains compliant.
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Detail the error correction programs available if an error is discovered.
Monique Nicole Desir, EA (M N Tax Resolution Svcs)
"Excellent Webinar! The presentation was very educational. Thank you so much for sharing your expertise..."
Myron Fleming ()
"Very interesting course. I feel more comfortable discussing 401(k) plans with my clients."
Danielle Hile (Danielle M. Meek, CPA, P.C.)
"Very informative webinar. Looking forward to additional information on the topic."
Lewis Cole (Charles Cole Company, Inc.)
"Great presentation, Ms. Moore was well prepared and organized. I learned a lot."
Raymond Garnsey (FMS, LLC)
"Kim is an excellent presenter and made this webinar interesting and informative."
Steve Chordas (SAFE HARBOUR TAX)
"Opened my eyes to what problems could befall any company with a plan."
MARY LEHAN (EW Tax Inc)
"Very knowledgeable presenter. Great webinar on a complicated topic."
Yvette Allen (GoldStar Tax & Financial Solutions)
"Host was extremely knowledgeable on the Topic...Great Presentation"
Kimberly S. Moore
Summit CPA Group
Audit Partner
kmoore@summitcpa.net
(260) 918-8824
Kimberly is the Audit Partner with Summit CPA Group headquartered in Fort Wayne, Indiana. Summit specializes in 401(k) audits and currently conducts over 100 audits per year. The audits are conducted virtually with staff located throughout the United States. Kimberly has over 30 years of audit experience working primarily with a Fortune 250 financial services company in the areas of life insurance, annuities, retirement services, brokerage, information technology and other related areas. She also has experience with Sarbanes-Oxley Program Management and Six Sigma initiatives. She has worked internationally and throughout the United States. Kim has headed up the assurance section at Summit CPA since the beginning of 2014.
About Our Presenter
Because of the way technology is utilized, their entire 401K Audits are performed without ever stepping foot in a client's location, which was nearly impossible five years ago. Why do most CPA firms have to spend countless hours interrupting the day-to-day activity of their clients? The answer is simple, they don’t, they're just stuck in the past. With the use of Web Portals, E-mails, and GotoMeetings, audits can be performed anywhere.
By taking a non-traditional approach to accounting, Summit CPA has undergone extreme growth since their humble beginnings. When traditional accounting firms have seen level or declining growth over the past 5 years, they have seen annual growths in excess of 15 percent in each of those years.
Do clients like the non-traditional approach? Summet CPA thinks they do.
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