Skip to main content

Site Navigation

Call Email Visit
Client Portal
Search Positions Meet Our Team
KLR Companies
Insurance Advisors, LLC

Site Search

Related Articles

Are You Using 401(k) Plan Forfeitures Correctly?

Are You Using 401(k) Plan Forfeitures Correctly?

By Tyler Gay, CPA July 01, 2025

Most Common Deficiencies in 401(k) Plan Audits and How to Overcome Them

Most Common Deficiencies in 401(k) Plan Audits and How to Overcome Them

By Andrew Brock, CPA June 10, 2025

Automatic Enrollment under SECURE 2.0: What Plan Sponsors Need to Know for 2025 and Beyond

Automatic Enrollment under SECURE 2.0: What Plan Sponsors Need to Know for 2025 and Beyond

By Ashley Leonard May 15, 2025

SECURE 2.0: What Employers Must Do to Comply with New Rules for Part-Time Employees

SECURE 2.0: What Employers Must Do to Comply with New Rules for Part-Time Employees

By Ashley Leonard April 08, 2025

How to Prepare for Your 401(k) Plan Audit

How to Prepare for Your 401(k) Plan Audit

By Jessica O. Ashley March 20, 2025

When does a 401k Plan Need an Audit?

When does a 401k Plan Need an Audit?

By Ashley Leonard March 06, 2025

up arrow Scroll to Top