The 411 on Employee Benefit Services
Valuable Information on 401k's, Pensions, ESOP's, Form 5500 Preparation & much more!
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Tag Archives: auditors
1099-R Distribution Codes
When distributions are made from a retirement account the tax form issued is the 1099-R. A lot of information we want to know as auditors is presented on the form; gross Continue reading
Posted in 401(k) Plan Participants, Distributions
Tagged 401k distributions, auditors, Early Distribution, Employee Benefit Plans Casa Grande, Employee Benefit Plans Phoenix, Employee Benefit Plans Scottsdale, Employee Benefit Plans Tempe, Form 1099-R, gross distribution, IRA, rollover, Roth IRA, tax withheld, taxable amount
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Fall
It is that time of year again – the leaves are changing (at least they are outside of Phoenix), the nights are cooler, and your benefit plan auditors are starting to Continue reading
Posted in 401 (k) Audits, Sponsor/Trustee Responsibilities
Tagged 401(k) Audit, 401(k) Plans, Audited financial statements, auditors, Employee Benefit Plans Casa Grande, Employee Benefit Plans Phoenix, Employee Benefit Plans Scottsdale, Employee Benefit Plans Tempe, Form 5500, I-9, third party administrator
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Following Your 401(k) Plan Document: Say What You’ll Do, and Do What You Say
I grew up working on my family’s cattle ranch in Arizona. Out of all my responsibilities as a ranch hand, the worst by far was breaking ice on the drinkers. This Continue reading
Posted in ERISA/DOL Compliance, Sponsor/Trustee Responsibilities
Tagged 401(k) Plan Document, 401(k) Plans, administration, Arizona, auditors, deferral, earnings, Employee Benefit Plans Casa Grande, Employee Benefit Plans Phoenix, Employee Benefit Plans Scottsdale, Employee Benefit Plans Tempe, governance, internal controls
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