Overwhelmed by your 401k auditor’s questionnaires? (We hate them too.)

Overwhelmed by your 401k auditor’s questionnaires? (We hate them too.)

Plan sponsors and advisors, building a relationship with your 401k or benefits plan auditor is better than any questionnaire. Here’s why. No matter if you’re a 401(k) plan sponsor or advisor, you know your decisions have a major impact on plan administration and...
Don’t wait until the last minute!

Don’t wait until the last minute!

Everyone procrastinates. That’s especially true now, when just about everyone is short-staffed. When it comes to your 401(k) audit, the sooner you start, the better. Think of it like planning a trip. Here in Chicagoland, the Eisenhower is notorious for its rush hour...
Top 3 mistakes on audits this year

Top 3 mistakes on audits this year

A 401(k) audit can feel like a test you didn’t study for. After all, you’ve got lots of other priorities. Here’s the catch: Just three mistakes make up more than half the issues Cassell Plan Audits has seen so far this year. The last few audit seasons haven’t been...