by JoAnn Cassell | Aug 15, 2026 | 401k Audit Firm, Auditor, How to choose an auditor
If you’re like most plan sponsors, you don’t wake up one morning and decide to change your 401(k) plan auditor. It’s usually a slower process. Perhaps first, there’s a delayed response. Then another. Then, an engagement that takes longer than...
by JoAnn Cassell | Jun 15, 2025 | 401k Audit Firm, How to choose an auditor
Selecting the perfect auditor for your 401(k) plan isn’t just a box‑checking exercise—but our handy 401(k) auditor checklist will ensure that you cover the key criteria and questions to ask to make the right choice. Because it’s a decision, after all, that can make...
by JoAnn Cassell | Nov 15, 2021 | 401k Audit Firm, 401k Compliance, 401k Plan Audit, Audit Insights
There are many benefits to having a 401(k) plan for your employees, such as retirement savings for your team, reduced taxes on wages, and reduced taxes for the employer, to name a few. However, there are responsibilities as well, and the employer carries the...
