630.886.7669
Cassell Plan Audits
  •  
  • Who We Are
  • Why Us?
  • Services
  • Our Story
  • Newsletter
  • Links
  • Contact
Select Page
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...
Hiring a 401(k) plan auditing firm? Ask these two questions first.

Hiring a 401(k) plan auditing firm? Ask these two questions first.

by cpaadmin | Apr 15, 2024 | 401k Audit Firm, 401k Audit Oversight, Auditor, How to choose an auditor, Preparing for a 401(k) audit

Hiring a 401(k) plan auditing firm is an important decision. Here’s how to ensure that you choose the right auditor for your next benefit plan audit. Did you know that auditors get audited too? I know… Why should I care? Because: The Department of Labor’s findings can...
How to prepare for your first 401(k) plan audit

How to prepare for your first 401(k) plan audit

by cpaadmin | Mar 15, 2024 | 401k Plan Audit, 401k Plan Audit Documentation, Audit Deadlines, Audit Procedures, Preparing for a 401(k) audit

For employers or plan sponsors with 401(k) plans with 100 or more participants with balances, here’s how to prepare for your first 401(k) plan audit.  Step One: Determine whether your 401(k) plan requires an independent audit. Firstly, who makes this determination? ...
A quick-and-easy checklist for your next 401(k) plan audit

A quick-and-easy checklist for your next 401(k) plan audit

by cpaadmin | Feb 15, 2024 | 401k Plan Audit Documentation, Plan Sponsors, Preparing for a 401(k) audit, Regulations & Policies

As a seasoned plan sponsor, this is not your first audit. Here is a quick-and-easy checklist for your next 401(k) plan audit so you catch what may have changed—on your side or the regulatory side — to ensure that your next audit is as painless and efficient as...
Top 3 errors on 401(k) plan audits in 2023 (#3 will surprise you)

Top 3 errors on 401(k) plan audits in 2023 (#3 will surprise you)

by cpaadmin | Jan 15, 2024 | 401k Plan Audit, Audit Insights

We learn the most indelible lessons from our mistakes, right? This year, save yourself (and your auditor!) time and headaches by learning from someone else’s mistakes. Fresh out of this year’s audit season, it’s time for our annual look back at the most common errors...
« Older Entries

Categories

Subscribe to Our Newsletter


MEMBER OF

© COPYRIGHT 2024 | CASSELL PLAN AUDITS, INC.