by cpaadmin | Sep 15, 2021 | Retirement Plan, Uncategorized
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 deal, right? Actually… not so much. Setting up a 401(k) plan involves many moving pieces...
by cpaadmin | Nov 19, 2020 | Audit Insights, Uncategorized
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 compliance shouldn’t be. As your friendly neighborhood auditors, we’re here to help in any way we...
by cpaadmin | Jan 25, 2018 | Uncategorized
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 in audits of qualified plans. Her background also includes general accounting, working...
by cpaadmin | Mar 29, 2017 | Uncategorized
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 substantiation guidelines for safe-harbor hardship withdrawals. With this Memorandum, the IRS has...
by cpaadmin | Dec 1, 2016 | Uncategorized
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 changes are in response to the events of September 2008, when the bankruptcy of Lehman...
