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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...
Sharing personal protected info online? Here’s what NOT to do

Sharing personal protected info online? Here’s what NOT to do

by cpaadmin | Mar 20, 2021 | 401k Audit Firm, Personal Protected Information, Virtual Audits

When the pandemic hit in 2020, some of our customers faced an unexpected curveball.  We’ve been doing virtual 401k audits for years, but many companies had maintained their relevant audit records on paper … until last year. COVID revealed a compliance gap that hadn’t...

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