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[...]
Errors with eligible compensation—or, the income that counts toward your 401k retirement plan—were the number one compliance issue we saw in the 2020 audit[...]
Happy 2021! Like everyone else, we are thrilled to welcome in a new year. Just like last year, we’ll be sharing helpful tips and insights each month to keep your[...]
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[...]
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[...]
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[...]
Come audit season, there’s no shortage of accounting firms who are willing to perform your company’s benefit plan audits for you … But how many are truly able? A[...]
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[...]
Fall is an especially busy time in the world of 401k plan administration. If you aren’t prepared for it, the sheer volume of work can take you by surprise. You’ll want to[...]
If your company offers a 401k plan in your benefits package, you already know that those funds should be kept out of reach until participants reach age 59½. There are[...]
Cassell Plan Audits, Inc.
2400 East Main Street, Suite 103-228
Saint Charles, Illinois 60174
630.886.7669
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