A&M Senior Director Emily Milligan was recently a guest on the Weaver: Beyond the Numbers podcast. Speaking with Audit Director of Labor and Benefits, Kristen Deere, Milligan shared insights on how organizations can best prepare for a benefit plan audit. These audits are essential for companies with over 100 employees and can become time-consuming and costly if not properly anticipated. While many companies are currently in the midst of their 2024 401(k) financial statement audits, Ms. Milligan outlines that this is still an ideal time to start proactive, year-round planning to mitigate risks and ensure a smoother audit in 2025.
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