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Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.
Episodes
Wednesday Jul 08, 2020
Wednesday Jul 08, 2020
Did you know that there are steps you can take right now to prepare your company for a smooth 401(k) audit?
In this episode, Larry Heller is joined by Robert Puerto, a CPA and partner at Boris Benic and Associates LLP. With over 20 years of experience in managing multiple audits and review engagements in various industries, Robert shares his experience to help you prepare for a smooth audit as an employer.
In this episode, you will learn:
- Two exceptions to the audit rule
- Which plans are and aren’t covered by ERISA
- How the ERISA audit intersects with annual filing requirements
- How third party administrators (TPAs) assist with audits
- What information auditors need from employers (that they can’t get from service providers)
- Recommendations to help you have a smooth audit
- And more!
Tune in now to start your preparations for a pain-free audit!
Resources: Heller Wealth Management: (631) 293-2806 | Robert Puerto's Email: (516) 248-7361
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