401(k) Plan Checklist Finding, Fixing and Avoiding Mistakes

July 15, 2013

It is important that plan sponsors review the requirements for operating their 401(k) retirement plan regularly to avoid common errors that can happen along the way. The partial checklist below will help the plan sponsor keep their plan in compliance with many of the important rules and its plan document. Has the plan document been restated? To reflect law changes, the plan needed to be amended. Pre-approved defined contribution plans adopted prior to January 1, 2016, needed to have its plan document properly amended and executed by April 30, 2016. Are the plan’s operations based on the terms of the […]

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