Newsletter
Plan sponsors, do you have an investment policy? (What you need to know to be compliant)
You’ve probably heard that recent litigation over breaches of fiduciary duty under the Employee Retirement Income Security Act (ERISA) has been making a stir. It’s important to...
Personnel files: Going digital while staying compliant
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 when the...
Sharing personal protected info online? Here’s what NOT to do
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...
Avoid the most common 401k compliance error with these eligible compensation best practices
Errors with eligible compensation—or, the income that counts toward your 401k retirement plan—were the number one compliance issue we saw in the 2020 audit season. It’s...
What the SECURE Act Means for Your Business in 2021
Happy 2021! Like everyone else, we are thrilled to welcome in a new year. Just like last year, we’ll be sharing helpful tips and insights each month to keep your retirement plan...
What Retirement Plan Sponsors Need to Know for 2021
Every industry was affected by COVID-19 this year, and retirement planning is no exception. The CARES Act and the SECURE Act in particular had such a significant impact that...
From Cassell Plan Audits, With Gratitude
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,...
Top 7 Insights from the 2020 Audit Season
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! Meet Anne Kozlowski
Anne Kozlowski Cassell Plan Audits is pleased to announce the addition of Anne Kozlowski to their team. Anne received her bachelor’s degree in Accountancy from Elmhurst College...
When in Doubt, Choose the Nice Auditor
Come audit season, there’s no shortage of accounting firms who are willing to perform your company’s benefit plan audits for you … But how many are truly able? A poorly...
How to Save Time on Your Next 401k Plan Audit—Especially if This Year’s Didn’t Go as Planned
Employee benefits plan audits can be a huge pain. They’re also necessary. This means you have a choice: do you want an efficient, painless audit—or a time-consuming and expensive...
September/October deadlines you need to know
Fall is an especially busy time in the world of 401k plan administration. If you aren’t prepared for it, the sheer volume of work can take you by surprise. You’ll want to stay on...
Cassell Plan Audits, Inc.
2400 East Main Street, Suite 103-228
Saint Charles, Illinois 60174
630.886.7669