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Webinar

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, register to join GBQ’s Assurance Senior Manager Kristin Romaker and The Siekmann Company’s President Aaron Siekmann 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 qualifies for 1.0 hour of CPE based on Ohio CPE requirements.

Please note our webinar sessions can accommodate a maximum of 250 individuals. Should you experience difficulties accessing the live broadcast, it is likely due to reaching attendee capacity. For your convenience, a recording will be made available on our webinar recording webpage following the presentation.

Speaker

Kristin Romaker Director, Assurance & Business Advisory Services