by JoAnn Cassell | Oct 15, 2023 | 401k Audit Firm, 401k Audit Oversight, 401k Plan Audit, Auditor, How to choose an auditor, Plan Sponsors, Virtual Audits
Wondering how to choose the right 401(k) plan auditor for your organization? Here’s what to look for—and avoid—in selecting your auditing firm. If your company’s 401(k) plan is considered “large,” you must have an independent firm audit your plan’s financial...
by JoAnn Cassell | Mar 20, 2021 | Cyber Safety, Personal Protected Information, Virtual Audits
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 their relevant audit records on paper … until last year. COVID revealed a compliance gap that hadn’t...
by JoAnn Cassell | Nov 25, 2020 | Gratitude, Virtual Audits
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 in 2020, it feels even more important to put our thoughts down on paper… virtually, anyway. For...
by JoAnn Cassell | Apr 13, 2020 | Audit Procedures, Virtual Audits
Like everyone around the globe, Cassell Plan Audits is closely following the coronavirus pandemic. We’re abiding by the guidelines that our government leaders and health authorities have set, practicing social distancing and refraining from gathering in large groups...
