Category: Record Retention

Don't get surprised at audit time. Stay compliant when handling the 401(k) or benefits plans of an acquired company.

Got M&A? Don’t forget to consider 401(k) plans in your merger or acquisition.

August 15, 2023

[caption id="attachment_677" align="aligncenter" width="640"] Photo by Edmond Dantès.[/caption] Don't get surprised at audit time. Stay compliant when handling the 401(k)[...]

M&A and record retention: what plan sponsors need to know

July 22, 2021

Congratulations to your organization, on selling (or buying) a business! Now comes the fun part: Figuring out what to do with all of those employee records. When you're a[...]

Cassell Plan Audits, Inc.

2400 East Main Street, Suite 103-228
Saint Charles, Illinois 60174

630.886.7669

630.886.7669

Category: Record Retention

Got M&A? Don’t forget to consider 401(k) plans in your merger or acquisition.

M&A and record retention: what plan sponsors need to know

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