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Year-end is coming! Complete these year-end 401(k) plan tasks to stay compliant

Year-end is coming! Complete these year-end 401(k) plan tasks to stay compliant

by cpaadmin | Nov 15, 2024 | 401k Compliance, 401k Plan Audit Documentation, Audit Deadlines

“It’s the most wonderful time of the year…” Frozen turkeys go on sale, holiday carols fill the airwaves… and retirement plan sponsors check off those year-end 401(k) plan tasks to stay compliant. (That’s what you were thinking, too, right?) Because by the end of the...
Annual 401(k) plan notices are due December 2. Are you ready?

Annual 401(k) plan notices are due December 2. Are you ready?

by cpaadmin | Oct 15, 2024 | 401k Auto-Enrollment, 401k Communication, 401k Compliance, Employee Addition, Regulations & Policies, Safe Harbor 401(k)

Autumn is well underway, and with it comes those seasonal tasks: Hire the neighborhood kid to rake fallen leaves… Check. Stock up on candy for Halloween trick-or-treaters… Check. Put together this year’s annual 401(k) plan notices…   Check?! Consider this a gentle...
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...
What happens if I miss a 401k plan audit deadline?

What happens if I miss a 401k plan audit deadline?

by cpaadmin | Jul 15, 2024 | 401k Plan Audit, 401k Plan Mistakes, Audit Deadlines, Audit Procedures

As a plan sponsor, you’ve got a lot on your plate, and it’s easy to back-burner certain tasks—like your annual 401(k) audit. If you’re wondering (hypothetically or not), “What happens if I miss a 401k plan audit deadline?” … Here’s your...
How to streamline your 401(k) plan audit

How to streamline your 401(k) plan audit

by cpaadmin | May 15, 2024 | 401k Audit Time, 401k Plan Audit, 401k Plan Mistakes, Audit Deadlines, Audit Procedures, Preparing for a 401(k) audit

As a plan sponsor of a 401(k) plan that requires an annual audit, you’ve probably wondered in frustration, “Why does it take so long?” Here’s how to streamline your 401(k) plan audit.  Spoiler alert: audits can be time-consuming… but they don’t have to be! Here are...
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