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What is a 401(k) plan audit and why might you need one?

What is a 401(k) plan audit and why might you need one?

by cpaadmin | Apr 15, 2025 | 401k Plan Audit, Regulations & Policies, Uncategorized

If you sponsor a 401(k) plan for your employees, you’ve probably heard talk about retirement plan audits. Maybe someone told you you’ll need one once you hit 100 participants… or was it 120? Eligible? Contributing? It’s confusing, we get it.  The good news? You’re not...
Avoid a costly mistake: Deposit 401(k) plan contributions and loan payments on time

Avoid a costly mistake: Deposit 401(k) plan contributions and loan payments on time

by cpaadmin | Aug 15, 2024 | 401k Compliance, 401k Plan Mistakes, Regulations & Policies, Uncategorized

We’ve heard it all, over the 10+ years Cassell Plan Audits has been operating. Excuses like, “It wasn’t that late” and “We didn’t know” when our clients didn’t deposit 401(k) plan contributions and loan payments on time. Unfortunately, getting 401(k) plan...
Hiring a 401(k) plan auditing firm? Ask these two questions first.

Hiring a 401(k) plan auditing firm? Ask these two questions first.

by cpaadmin | Apr 15, 2024 | 401k Audit Firm, 401k Audit Oversight, Auditor, How to choose an auditor, Preparing for a 401(k) audit

Hiring a 401(k) plan auditing firm is an important decision. Here’s how to ensure that you choose the right auditor for your next benefit plan audit. Did you know that auditors get audited too? I know… Why should I care? Because: The Department of Labor’s findings can...
How to prepare for your first 401(k) plan audit

How to prepare for your first 401(k) plan audit

by cpaadmin | Mar 15, 2024 | 401k Plan Audit, 401k Plan Audit Documentation, Audit Deadlines, Audit Procedures, Preparing for a 401(k) audit

For employers or plan sponsors with 401(k) plans with 100 or more participants with balances, here’s how to prepare for your first 401(k) plan audit.  Step One: Determine whether your 401(k) plan requires an independent audit. Firstly, who makes this determination? ...
A quick-and-easy checklist for your next 401(k) plan audit

A quick-and-easy checklist for your next 401(k) plan audit

by cpaadmin | Feb 15, 2024 | 401k Plan Audit Documentation, Plan Sponsors, Preparing for a 401(k) audit, Regulations & Policies

As a seasoned plan sponsor, this is not your first audit. Here is a quick-and-easy checklist for your next 401(k) plan audit so you catch what may have changed—on your side or the regulatory side — to ensure that your next audit is as painless and efficient as...
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