OFF-CYCLE 401(K) AUDITS THAT DON'T TREAT YOUR YEAR-END LIKE AN AFTERTHOUGHT.
$11,000 flat-fee audits—lock in before rates go up. Start when you're ready.
If your plan has an off-cycle FYE, you're statistically more likely to have issues surface in a DOL audit.
Why? Because these plans operate outside the standard audit cycle...
- Recordkeepers prioritize 12/31 clients
- Audit teams are less familiar with mid-year compliance changes
- Issues get deferred to "next year"
Not with us! At PriceKubecka, we do employee benefit plan audits 12 months a year. Your March year-end gets the same expert attention as everyone else's December. No backlog. No "we'll get to you after busy season." No treating your plan like an inconvenience.
- Reconciliation specific to your period – Not adjusted 12/31 templates. Actual reconciliation that catches period-specific issues.
- Testing when your team has bandwidth – We work on your timeline, not ours. Recent June audit: testing in August, three issues caught early, smooth filing.
- Proactive compliance updates – IRS changes limits in November. We flag how that affects your year-end.
- Average 4.5 hours of your time – vs. 15-20 hours with typical firms.
- Issues caught before DOL does – Recent example: took over September plan from Big 4 firm, caught 8 months of misclassified loan repayments in week one. Would've been a $15K+ DOL finding.
- Zero hourly billing surprises – All testing, all follow-up, all "we found an issue" conversations included in our flat-fee low price.
401kCPAs a Division of PriceKubecka, PLLC 2025