If your 401(k) plan is close to hitting “large” by DOL rules at the start of your plan year, the 80/120 rule could save you time and money. It happens. You[...]
Wondering how to choose the right 401(k) plan auditor for your organization? Here’s what to look for—and avoid—in selecting your auditing firm. If your[...]
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)[...]
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[...]
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[...]
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[...]
Cybersecurity: it’s another area businesses are spending more and more on. And yep, Department of Labor regulations mean you can get audited on it. It’s no surprise the[...]
Terminating an employee is never easy, but can be necessary. When people leave your company—voluntarily or not—they take the value in their 401(k) plan with them to[...]
Auto-escalation is another way you can encourage investment in your 401(k) plan and help your employees put their money to work. With auto-escalation, employees’ 401(k)[...]
Things that “aren’t your problem” before the introduction of your 401(k) very much become your problem once you have a plan to administer–especially when reviewed in[...]
Cassell Plan Audits, Inc.
2400 East Main Street, Suite 103-228
Saint Charles, Illinois 60174
630.886.7669
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