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How Our 401(k) Audit Process Works

Better Process. Better Experience.

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Streamlined & Structured Audit Processes

Are you tired of the time-consuming and expensive 401(k) audit process?

Our certified 401(k) CPAs have the unique ability to shorten the audit timeline so that you can file a timely, error-free audit with minimal disruption to your staff and operations.

Because our audits are automated and performed remotely, clients need to provide minimal support to receive a fully compliant, error-free audit in weeks rather than months.

Automated Software

The process

60-Minute Audit Kick Off

One

30-Minute Audit Kick Off

In just 60 minutes, your audit can begin. All you have to do is:

  1. Email us the signed engagement letter.
  2. Send the signed auditor access form to your recordkeeper.
  3. Hold a quick web meeting with us to pull payroll data in our specialized format.

After the kickoff meeting, PriceKubecka will gather all of the audit data we need from your recordkeeper. You won’t have to respond to a long list of audit requests.

45-Minute Plan Analysis

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60-Minute Plan Analysis

PriceKubecka tailors each audit to your unique plan. To do so, we need one hour of your time to understand the specifics of your plan and to document your control environment.After that, our technology starts the audit and runs in the background.

Completing Your Audit

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Completing Your Audit

Our focus is on IRS and ERISA compliance. When potential issues are identified or we’re missing information, our auditors will work closely with you to determine the proper course of action and resolve issues quickly.

The time it takes for you to support us in resolving issues is typically 3 to 5 hours over the course of the 401(k) audit. Financial statements are quickly produced for your approval.

Don’t wait until the deadline.
Start your 401(k) audit today!

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Innovative Technology + Certified 401(k) CPAs

Not all audits are created equal. PriceKubecka performs 401(k) audits nationwide using technology that delivers faster, high-quality audits at a lower cost.

Our Technology

Our 401(k) audits inspire the highest level of client confidence. Our CPAs collectively have decades of experience conducting error-free ERISA audits so clients can file Form 5500 on time, every time.

Our Team
Revolutionized CPA Technology

Frequently Asked Questions

How much of my time will the 401(k) audit take?
Plan sponsors typically spend less than 5 hours supporting a PriceKubecka 401(k) audit — a 50% reduction compared to traditional audits that require 20+ hours. Most of this time is spent in the initial kickoff meeting and a plan analysis session.
Do you need to visit our office for the audit?
No. All PriceKubecka 401(k) audits are performed 100% remotely using our proprietary Autire technology platform. There are no onsite visits, no travel costs, and no scheduling around your office availability. We audit plans in all 50 states without ever needing to be in your building.
What information do I need to provide for the audit?
You’ll need to grant auditor access to your recordkeeper’s website and participate in a 30-minute meeting to set up a customized payroll file. Our automated system handles 90% of data collection directly from your recordkeeper and payroll provider, eliminating the traditional back-and-forth of document requests.
How quickly can you complete the 401(k) audit?
PriceKubecka typically completes 401(k) audits in a few weeks from receiving access to plan data. Traditional audits often take months. Our automated technology and streamlined process allow us to deliver your audit report well ahead of the Form 5500 filing deadline.

Reduce the overwhelming burden of 401(k) compliance.

Let PriceKubecka help your business. Schedule a consultation with a certified CPA today. Our base 401(k) audit is less than 50% of the cost of a traditional audit.

Talk to a Qualified 401(k) Expert