by JoAnn Cassell | Nov 15, 2025 | 401k Compliance, Gratitude
In celebration of this season of gratitude, it’s a good time to zoom out and look at why we conduct 401(k) plan audits in the first place. Yes, audits are required by the Department of Labor (DOL) for plans with 100 or more participants with balances. Yes, there are...
by JoAnn Cassell | Nov 25, 2020 | Gratitude, Virtual Audits
As we enter into the 2020 holiday season, we at Cassell Plan Audits have been reflecting on gratitude. It’s always meaningful to consider what we’re thankful for, but in 2020, it feels even more important to put our thoughts down on paper . . . virtually, anyway. For...
