FREE 401k Resources

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Would you like to find out how

your 401(k) plan is performing compared to other 401(k) plans?
Contact us today for a FREE plan analysis report which includes the following information:
  • Red Flags: over a dozen plan characteristics that indicate possible problems in a plan’s design or administration.
  • Plan Score Card: evaluate a plan’s design and performance against other plans in the country, state, same industry or with similar asset levels or participant counts.
  • Detailed Plan Financials: find out how a plan’s performance has changed for key metrics in the past one, three and five years.

401(k) plans are governed by ever-changing rules and regulations issued by the IRS, DOL, ERISA, and the Social Security Administration.

Here are some of our favorites sites to get important information concerning your 401(k) plans.

Methods for Correcting Elective Deferral Errors

Deferrals and Matching when compensation exceeds the annual limit

US DOL Fiduciary Education Campaign

401(k) Plan Fix-It Guide

US DOL FAQs

US DOL Delinquent Filer Voluntary Compliance Program

US DOL Employee Benefits Security Administration (EBSA)

Form 5500 Instructions

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We’re glad we switched to Lee CPA Audit Group. The firm’s focus on 401(k) plan audits really do translate into seamless audit experience.

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We love working with Lee CPA Audit Group. Easy cloud-based document exchange platform to use, fantastic staff and nothing but great results!

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