by JoAnn Cassell | Feb 15, 2023 | 401k Audit Time
We know, nobody loves to do an audit. (If you did, you’d be working here.) 401(k) audits may look time-consuming, but nothing about them is left to chance. The more organized you are, the easier they can be. It’s never too late to take action and make things a little...
by JoAnn Cassell | Jan 14, 2023 | Audit Deadlines
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...
by JoAnn Cassell | Dec 21, 2022 | Audit Insights
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...
by JoAnn Cassell | Oct 15, 2021 | 401k Plan Audit, Uncategorized
Do you know the real cost of your plan? 401(k) plans are attractive to employers for retaining and recruiting employees, but all 401(k) plans come with a price. No surprise, right? Yet, costs shouldn’t prevent you from offering this benefit to your employees, just try...
by JoAnn Cassell | Sep 15, 2021 | Retirement Plan, Uncategorized
Establishing a 401(k) retirement plan is simple. After all, you just have to choose vendors, draft legally sound documents, operate the plan, and stay in compliance. No big deal, right? Actually… not so much. Setting up a 401(k) plan involves many moving pieces...
