Retirement Unlocked

Retirement Unlocked


How to Have a Pain-Free Audit of Your Company 401(k) Plan (Ep. 65)

July 08, 2020

Did you know that there are steps you can take right now to prepare your company for a smooth 401(k) audit? In this episode, Larry Heller is joined by Robert Puerto, a CPA and partner at Boris Benic and Associates LLP. With over 20 years of experience in managing multiple audits and review engagements in …

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