Newsletter
We’re Growing
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?
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
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...
YOUR 2016 PLAN AUDIT:
New penalty guidelines for ERISA compliance violations will give Plan Sponsors plenty to consider this fall, and the October 15th deadline is quickly approaching. Violations...
Fiduciary Responsibility
Fiduciary responsibility for a company’s retirement plan ultimately rests upon Plan Sponsors. Although an Investment Policy Statement (IPS) is required, the requirement does not...
Cyber Attack: Is Your Plan Data Safe?
Cyber threats pose a growing threat to businesses across all industry sectors, as many rely heavily on the internet as a means to communicate, share sensitive information and...
5 Internal Control Procedures for a Smoother 401(k) Audit
401(k) plan audits can be a lengthy and grueling process. Both the IRS and the U.S. Department of Labor hold plan sponsors to strict rules and regulations regarding the...
TIME IS MONEY: Preparation is Key in Reducing the Cost of your Audit
With your benefit plan's audit just around the corner, you should expect many questions to arise which pertain to specific details of your plan. If you familiarize yourself with...
Cassell Plan Audits, Inc.
2400 East Main Street, Suite 103-228
Saint Charles, Illinois 60174
630.886.7669