Hardship distributions will likely rise due to COVID-19. Here’s how to prepare for requests.

July 17, 2020

If your company offers a 401k plan in your benefits package, you already know that those funds should be kept out of reach until participants reach age 59½.  There are[...]

How long does a 401k audit take?

June 30, 2020

If the word “audit” makes you cringe, you’re not alone. At their worst, audits can be a major pain. They can sap your time, energy, and resources. When our clients ask[...]

How to Choose a 401k Audit Firm for Your Company

How to Choose a 401k Audit Firm for Your Company

May 26, 2020

Auditing your company’s 401k plan can be a disruptive and lengthy process, taking up precious time and human resources. If handled badly, it can end up costing your[...]

Social Distancing? Not a Problem with Your Virtual 401K Audit

April 13, 2020

Like everyone around the globe, Cassell Plan Audits is closely following the coronavirus pandemic. We’re abiding by the guidelines that our government leaders and health[...]