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Make 401(k) audits work for you: How AI and tech tools simplify the process

Make 401(k) audits work for you: How AI and tech tools simplify the process

by cpaadmin | Jul 15, 2025 | Audit Procedures

In 401(k) plan audits, digital tools and AI-powered platforms are helping plan sponsors and auditors streamline processes, reduce errors, and save time. The result? A smarter, more efficient audit experience that’s better for everyone involved, whether you’re...
Personnel files: Going digital while staying compliant

Personnel files: Going digital while staying compliant

by cpaadmin | Apr 19, 2021 | 401k Audit Firm, 401k Plan Audit, Audit Procedures, Personal Protected Information, Virtual Audits

With more people than ever working from home, the convenience and ease of digital filing systems are more relevant than ever.  This fact was driven home early last year when the COVID-19 pandemic hit. As offices locked down, our team at Cassell Plan Audits quickly...

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