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Category: Virtual Audits

Stay on top of audits: Document your 401k oversight activities

June 16, 2021

We all know that 401k plans provide benefits to employees and employers alike, offering enhanced retirement security for workers and acting as an enticement when recruiting[...]

Personnel files

Personnel files: Going digital while staying compliant

April 19, 2021

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[...]

Personal Protected Information

Sharing personal protected info online? Here’s what NOT to do

March 20, 2021

When the pandemic hit in 2020, some of our customers faced an unexpected curveball.  We’ve been doing virtual 401k audits for years, but many companies had maintained[...]

From Cassell Plan Audits, With Gratitude

November 25, 2020

As we enter into the 2020 holiday season, we at Cassell Plan Audits have been reflecting on gratitude.  It’s always meaningful to consider what we’re thankful for, but[...]