In this week’s podcast, our very own Dennis Bielik, CFP® interviews guest speaker Daniel Williams, CPA of LaPort CPA’s & Business Advisors. Listen in to hear the two discuss 401k’s and common audit findings, including:

  • Common pitfalls for plan sponsors
  • Benefits of an opt-out form
  • How 338/321 advisors can help with fiduciary responsibility

Don’t miss these concrete examples that you can check on immediately within your organization!

 

 

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