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Plan sponsors, do you have an investment policy? (What you need to know to be compliant)

Plan sponsors, do you have an investment policy? (What you need to know to be compliant)

by cpaadmin | May 18, 2021 | 401k Audit Firm, 401k Compliance Error, 401k Plan Audit, Audit Procedures, Fiduciary, Retirement Plan

You’ve probably heard that recent litigation over breaches of fiduciary duty under the Employee Retirement Income Security Act (ERISA) has been making a stir. It’s important to recognize that fiduciaries of retirement plans for small businesses have the same legal...
Personnel files: Going digital while staying compliant

Personnel files: Going digital while staying compliant

by cpaadmin | Apr 19, 2021 | 401k Audit Firm, 401k Plan Audit, Audit Procedures, Personal Protected Information, Virtual Audits

With more people than ever working from home, the convenience and ease of digital filing systems are more relevant than ever.  This fact was driven home early last year when the COVID-19 pandemic hit. As offices locked down, our team at Cassell Plan Audits quickly...
When in Doubt, Choose the Nice Auditor

When in Doubt, Choose the Nice Auditor

by cpaadmin | Oct 22, 2020 | 401k Plan Audit, Audit Procedures

Come audit season, there’s no shortage of accounting firms who are willing to perform your company’s benefit plan audits for you … But how many are truly able?  A poorly performed audit can cost your organization thousands of dollars more than it should, and there’s...
How to Save Time on Your Next 401k Plan Audit—Especially if This Year’s Didn’t Go as Planned

How to Save Time on Your Next 401k Plan Audit—Especially if This Year’s Didn’t Go as Planned

by cpaadmin | Oct 5, 2020 | 401k Plan Audit, Audit Procedures

Employee benefits plan audits can be a huge pain. They’re also necessary. This means you have a choice: do you want an efficient, painless audit—or a time-consuming and expensive one? It pays in more ways than one to make your audits as efficient as possible. If that...
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