by JoAnn Cassell | Mar 15, 2026 | 401k Compliance Error, 401k Plan Mistakes, Audit Insights
As a sponsor of a 401(k) plan, you’re not trying to break the rules—the opposite, you have the best intentions for your employees. You’re offering a benefit that protects their futures! But as I recently shared on The 401(k)ouple Podcast, most mistakes don’t come...
by JoAnn Cassell | 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...
