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

  • May 18 2023
  • Length: 43 mins
  • Podcast

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

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  • Summary

  • 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/ 

    “It can be worse than time-consuming to fix administrative errors, it can be very costly. Make sure you leave time in your schedule to review the forms, make sure they're correct and get them filed on time.”

    Topics discussed in this episode include:

    • Guidance on how to extend deadlines
    • A breakdown of the different schedules and how they apply to 401(k) plans
    • Tips for avoiding penalties and fees caused by inaccuracies on your Form 5500
    • Instructions on how to work with a third-party service provider to keep the process moving forward

    Episode resources

    • Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
    • Learn more about the Anders 401(k) process and pricing.
    • Email our Director and 401(k) Audit Practice Leader, Kim Moore, with questions.
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