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Newsletter

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[...]