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What Most Businesses Get Wrong About 401(k) Plans With JoAnn Cassell
What do plan sponsors still get wrong about running a 401(k) plan — and what’s changing fast as we head into 2026?
Find JoAnn on LinkedIn - https://www.linkedin.com/in/joann-cassell-5096765/
In this episode of The 401(k)ouple Podcast, Christopher and Katherine sit down with JoAnn Cassell, Employee Benefit Plan Auditor and ERISA compliance expert, to unpack the most common (and costly) mistakes plan sponsors make — plus how technology and AI are starting to reshape audits, compliance, and fiduciary risk. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most!
Learn more: https://hunterbenefits.com/
Contact us: [email protected] #401k #RetirementPlans #RetirementProfessional
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By Christopher TipperWhat do plan sponsors still get wrong about running a 401(k) plan — and what’s changing fast as we head into 2026?
Find JoAnn on LinkedIn - https://www.linkedin.com/in/joann-cassell-5096765/
In this episode of The 401(k)ouple Podcast, Christopher and Katherine sit down with JoAnn Cassell, Employee Benefit Plan Auditor and ERISA compliance expert, to unpack the most common (and costly) mistakes plan sponsors make — plus how technology and AI are starting to reshape audits, compliance, and fiduciary risk. We hope this episode is both helpful and inspiring. Let us know in the comments what resonated with you most!
Learn more: https://hunterbenefits.com/
Contact us: [email protected] #401k #RetirementPlans #RetirementProfessional