by cpaadmin | Mar 6, 2020 | Audit Procedures
Your company has reached that “sweet spot” you know your staffing volume has grown and a benefit audit is imminent. Maybe you’re wondering if the accounting firm you’re with has the ability to manage this huge and important task. At Cassell Plan Audits we partner...
by cpaadmin | Feb 28, 2020 | Audit Procedures
Employee benefits can become a minefield in terms of compliance — and that’s why auditing is so important (and not simply a requirement). As your friendly neighborhood auditor, I wanted to share the top 5 findings my team and I found in our work this year – to...
by cpaadmin | Jan 25, 2018 | Uncategorized
Cassell Plan Audits is pleased to announce the addition of Pamela Orlowski to their team. Pamela has over 7 years of public accounting experience, and over 3 years specializing in audits of qualified plans. Her background also includes general accounting, working...
by cpaadmin | Mar 29, 2017 | Uncategorized
Plan Sponsors of qualified 401(k) and 403(b) plans are advised to be aware of the February 23, 2017 IRS Memorandum, which was issued to agents to help clarify the IRS substantiation guidelines for safe-harbor hardship withdrawals. With this Memorandum, the IRS has...
by cpaadmin | Dec 1, 2016 | Uncategorized
Unfortunately, Money Market Reform does not pertain to improving rates. The SEC announced new money market rules in July 2014 which became effective October 14, 2016. These changes are in response to the events of September 2008, when the bankruptcy of Lehman...
