Profitable Investing Tips·Feb 21, 2022How to Invest Your 401kA great way to save money and defer taxes is with a 401k plan. We consider how to invest your 401k. The limits on how much you can invest…
Just Start Investing·Sep 15, 2019Blooom Review: How to Optimize Your 401(k) — Just Start InvestingBlooom Review: Are you making the most of your 401(k)? Blooom can help optimize this important investment accound and provide a free…
Kim Moore·Aug 22, 2018401(k) Plan Administration — How to Avoid IRS and DOL PenaltiesIf you are the Plan Administrator or Trustee for a 401(k) Plan, you have specific responsibilities to the Plan that, if not adhered to, can…
Lisa Cecen·Jul 3, 20184 Tips for Maintaining Happy Clients as a Remote AuditorHappy client, happy auditor…. Hey, it doesn’t rhyme, but it’s true! At Summit CPA Group, we perform audits in over 30 states, with our…
Kim Moore·Jan 26, 2018Are You Ready for the Potential Changes to the Employee Benefit Plan Audit Report?In April 2017, a Statement on Auditing Standards (SAS) exposure draft was issued by the American Institute of Public Accountants (AICPA)…
