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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)[...]

You think you’re in compliance… your tech says otherwise

April 20, 2022

Today’s cloud-based business systems simplify and streamline processes like never before. They can help teams around the world collaborate as if they were just around the[...]

You need to know your policy inside and out

March 28, 2022

A retirement plan is one of the most valuable employee benefits you can offer. By giving your people peace of mind about the future, you’ll inspire them to new heights. But a[...]

PPP is complicated enough

February 18, 2022

In 2021, Paycheck Protection Program loan recipients were hit with two pieces of important news: First, the obvious: Many PPP loan holders entered the period where they could[...]

There is no such thing as a FREE 401(k) plan

October 15, 2021

Do you know the real cost of your plan? 401(k) plans are attractive to employers for retaining and recruiting employees, but all 401(k) plans come with a price. No surprise,[...]

Setting up a 401(k) retirement: Who does what?

September 15, 2021

Establishing a 401(k) retirement plan is simple. After all, you just have to choose vendors, draft legally sound documents, operate the plan, and stay in compliance. No big[...]

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[...]