by cpaadmin | Mar 15, 2026 | 401k Compliance Error, 401k Plan Mistakes, Audit Insights
As a sponsor of a 401(k) plan, you’re not trying to break the rules—the opposite, you have the best intentions for your employees. You’re offering a benefit that protects their futures! But as I recently shared on The 401(k)ouple Podcast, most mistakes don’t come...
by cpaadmin | May 15, 2025 | 401k Plan Mistakes, Audit Insights
Conducting a 401(k) audit can feel daunting—especially when you uncover more “gotchas” than guarantees. Every year, we feature the top three errors (= teachable moments) of that audit season. Today, however, we’re gathering lessons learned from successful 401(k) plan...
by cpaadmin | Feb 15, 2025 | 401k Compliance Error, 401k Plan Mistakes, Audit Insights, Eligible compensation discrepancies
With 2024’s audit season a none-too-distant memory, it’s time to look back at the top 3 errors on 401(k) plan audits we saw our clients make last year… So you can prevent them from showing up during your next benefits plan audit! Since we specialize in 401(k) plan...
by cpaadmin | Aug 15, 2024 | 401k Compliance, 401k Plan Mistakes, Regulations & Policies, Uncategorized
We’ve heard it all, over the 10+ years Cassell Plan Audits has been operating. Excuses like, “It wasn’t that late” and “We didn’t know” when our clients didn’t deposit 401(k) plan contributions and loan payments on time. Unfortunately, getting 401(k) plan...
by cpaadmin | Jul 15, 2024 | 401k Plan Audit, 401k Plan Mistakes, Audit Deadlines, Audit Procedures
As a plan sponsor, you’ve got a lot on your plate, and it’s easy to back-burner certain tasks—like your annual 401(k) audit. If you’re wondering (hypothetically or not), “What happens if I miss a 401k plan audit deadline?” … Here’s your...
by cpaadmin | May 15, 2024 | 401k Audit Time, 401k Plan Audit, 401k Plan Mistakes, Audit Deadlines, Audit Procedures, Preparing for a 401(k) audit
As a plan sponsor of a 401(k) plan that requires an annual audit, you’ve probably wondered in frustration, “Why does it take so long?” Here’s how to streamline your 401(k) plan audit. Spoiler alert: audits can be time-consuming… but they don’t have to be! Here are...
