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2018 Annual Plan Compliance Review Checklist

Is your 401(k) plan compliant?

As "fiduciaries," plan sponsors are required to satisfy certain responsibilities to ensure their companies are acting in the best interests of their employees. Many of these responsibilities can seem complex and overwhelming.

This "2018 Annual Plan Compliance Review" summarizes the most important fiduciary responsibilities related to plan administration and provides tasks and deadlines facing most small business 401(k) plans. It focuses on two key areas:

  • Document Retention – do you maintain critical plan documentation to prove your plan's compliance with the law?
  • Major Plan Administrative Tasks – what tasks must you perform annually to keep your plan in compliance with the law?

Download your copy today and reduce fiduciary liability - all year long.

Download Your 2018 Annual Plan Compliance Review Checklist