Language Barriers of 401(k) Disclosure

I would like to address disclosure versus communication. They are two very different things, but they shouldn’t be. Have you ever tried to read ERISA or DOL regulations? The average person doesn’t read this stuff. Lawyers read it because it is in their language. Lawyers are the ones who write this stuff. Imagine a Company …

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3 Ways to Prepare for Your Audit

As we step into a new year, it is time to begin preparations for your upcoming audit. Here are 3 ways to make the experience as smooth as possible. 1. Communicate – While communication is always important, it is especially crucial to establish expectations early with the auditors.  Oftentimes, the auditors will contact the client with …

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