by JoAnn Cassell | Dec 16, 2020 | Plan Sponsors, Retirement Plan, SECURE Act
Every industry was affected by COVID-19 this year, and retirement planning is no exception. The CARES Act and the SECURE Act in particular had such a significant impact that we’ll take an in-depth look at both of them in future posts. For now, as we move into the...
by JoAnn Cassell | Nov 25, 2020 | Gratitude, Virtual Audits
As we enter into the 2020 holiday season, we at Cassell Plan Audits have been reflecting on gratitude. It’s always meaningful to consider what we’re thankful for, but in 2020, it feels even more important to put our thoughts down on paper… virtually, anyway. For...
by JoAnn Cassell | Nov 19, 2020 | Audit Insights
At Cassell Plan Audits, we love solving problems. But we love preventing them even more. 2020 has been tumultuous in just about every aspect, but your employee benefits compliance shouldn’t be. As your friendly neighborhood auditors, we’re here to help in any way we...
by JoAnn Cassell | Oct 22, 2020 | 401k Audit Firm, How to choose an auditor
Come audit season, there’s no shortage of accounting firms that are willing to perform your company’s benefit plan audits for you … But how many are truly able? A poorly performed audit can cost your organization thousands of dollars more than it should, and there’s...
by JoAnn Cassell | Oct 5, 2020 | 401k Plan Audit, Audit Procedures
Employee benefits plan audits can be a huge pain. They’re also necessary. This means you have a choice: do you want an efficient, painless audit—or a time-consuming and expensive one? It pays in more ways than one to make your audits as efficient as possible. If that...
