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What You Should Know About the 401K Audit Requirement, from an Assurance Services Principal

Posted by Callie Lemle, CPA, QKA, Principal, Assurance Services on May 22, 2023
What You Should Know About the 401K Audit Requirement, from an Assurance Services Principal

The United States Department of Labor, Internal Revenue Service, and the Pension Benefit Guaranty Corporation have announced changes to the Form 5500, which is the annual return or report of an...

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Topics: Audit, Assurance Services, retirement

The Secure 2.0 Act: What You Need to Know

Posted by Swarup Koirala, CPA, Manager, Tax & Katelyn Pyle, CPA, Senior II, Tax on Jan 24, 2023
The Secure 2.0 Act: What You Need to Know

Congress passed the original Setting Every Community Up for Retirement Enhancement (SECURE) Act in 2019. The House of Representatives passed a bill that builds on that law’s improvements, the...

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Topics: Tax, retirement
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