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What Documents Do I Need for a 401(k) Audit?
Belfint Lyons Shuman 
Apr. 9, 2025 "[This article provides] a sample checklist of documentation needed for a 401(k) or 403(b) plan audit.... [M]any of the items will be provided by the plan's third-party administrator or recordkeeper ... As a first step, you should authorize view-only access to the plan's webstation for your auditor. Direct access to the webstation will streamline the process, allowing your auditor the ability to directly download or request the necessary reports from your recordkeeper,[.]" MORE >> |
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