Category: Uncategorized

Top 7 Insights from the 2020 Audit Season

November 19, 2020

At Cassell Plan Audits, we love solving problems. But we love preventing them even more. 2020 has been tumultuous in just about every aspect, but your employee benefits[...]

We’re Growing

January 25, 2018

Cassell Plan Audits is pleased to announce the addition of Pamela Orlowski to their team.  Pamela has over 7 years of public accounting experience, and over 3 years specializing[...]

Hardship Withdrawal Substantiation Guidelines: Is Your 401(k) Plan Compliant?

March 29, 2017

Plan Sponsors of qualified 401(k) and 403(b) plans are advised to be aware of the February 23, 2017 IRS Memorandum, which was issued to agents to help clarify the IRS[...]

Guest Spotlight Peter Semler – Money Market Reform

December 1, 2016

 Unfortunately, Money Market Reform does not pertain to improving rates. The SEC announced new money market rules in July 2014 which became effective October 14, 2016.  These[...]