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Southern Pension Services
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Managing Director - Operations, Benefits Daybright Financial
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BPAS
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Retirement Plan Administration Consultant Blue Ridge Associates
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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July Business Services
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MAP Retirement
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Issues Commonly Appearing in 2025 401(k) Plan Audits
Bradley Bartells, CPA via LinkedIn 
Sept. 17, 2025 "When a plan changes custodians during the year, the transfer of assets from the old to the new custodian typically creates many recordkeeping challenges and audit issues.... Late remittances of employee contributions continues to be the most common issue noted [in] plan audits.... Plan sponsors are not reviewing the SOC-1 reports of the key service providers ... [D]efinition of compensation issues continue to pop up[.]" MORE >> |
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