Newsletter
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...
Hardship distributions will likely rise due to COVID-19. Here’s how to prepare for requests.
If your company offers a 401k plan in your benefits package, you already know that those funds should be kept out of reach until participants reach age 59½. There are...
How long does a 401k audit take?
If the word “audit” makes you cringe, you’re not alone. At their worst, audits can be a major pain. They can sap your time, energy, and resources. When our clients ask us how...
How to Choose a 401k Audit Firm for Your Company
Auditing your company’s 401k plan can be a disruptive and lengthy process, taking up precious time and human resources. If handled badly, it can end up costing your organization...
Social Distancing? Not a Problem with Your Virtual 401K Audit
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...
When Do You Need an Outside Audit?
While the term "audit" can strike fear into the hearts of even the most seasoned business professionals, the audit process for your company's 401(k) plan doesn't have to be an...
Cassell Plan Audits, Inc.
2400 East Main Street, Suite 103-228
Saint Charles, Illinois 60174
630.886.7669