by JoAnn Cassell | Jul 22, 2021 | Merger & Acquisitions, Record Retention
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 401(k) retirement plan sponsor, the question of what to retain through the merger and...
by JoAnn Cassell | Apr 19, 2021 | Record Retention
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...
