Valuable Benefits at Low Cost

Serving CPA firm 401(k) auditors and plan sponsors, 401(k) Connect to Protect, LLC’s Software as a Service (401kCP) seamlessly connects people and pertinent documents and data using advance technologies including AI. This proven program creates exceptional efficiency and effectiveness. The connected parties include their Recordkeepers, Trustees and other third-party administrators as well. The workflow logically captures and connects the many disparate 401(k) reports, analytics, and processes.

This ultimately protects 401(k) plan participants. Protecting employee retirement funds is the mandate of the Department of Labor and the responsibility of employee benefit plan fiduciaries charged with governance.

In this respect, however, this user-friendly web-based software does not replace CPA firms’ established audit workpaper binders or their professional due diligence. The service easily expedites and enrichens the document and audit evidence gathering, staffing assignments, test components and timing, budgeting, correspondence, and audit workflow process.

Audit risk protection is increased while saving time.

For plan sponsors, 401kCP does not replace fiduciary responsibilities or sound governance judgement. The service does make it easier to meet the Department of Labor and IRS requirements and to deliver greater value to their 401(k) plan participant employees.

Fiduciary risk protection is increased while better serving employees’ needs.

401kCP’s founder and advisory team members have deep, long-term industry experience and a strong passion to be industry leaders.

In summary, the collaborative, high tech connections provided 401kCP software provides protection by way of reducing risks for all stakeholders… with greater ease and at a nominal cost.