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Additional Resources

10 Common 401(k) Audit Red Flags (and How to Fix Them)

401(k) audit findings often stem from process gaps, documentation issues, and administrative errors. Learn the 10 most common audit red flags auditors identify and the practical steps plan sponsors can take to improve compliance, reduce risk, and prepare for a successful audit.

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Audit Readiness Checklist

Our 401(k) Audit Readiness Checklist helps plan sponsors review key areas of retirement plan administration, compliance, governance, and oversight.

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401(k) PEP Fit Checklist

Our 401(k) PEP Fit Checklist helps determine whether your organization is a candidate to benefit from this better way to 401(k).

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