The Ultimate Retirement Plan Sponsor Checklist

more+
less-

Whether it’s a hurricane or items to buy for shopping or baseball cards you need to complete your set, it’s important to develop a checklist. The recent bestseller, The Checklist Manifesto by Atul Gawande proves a very simply point that no matter how much of an expert you may be, well-designed check lists can improve outcomes. Look at Captain Sullenberger and the crew of US Airways 1549 who used checklists to safely land the plane on the Hudson River. While being a retirement plan sponsor isn’t the same as piloting a plane whose engines have been destroyed by multiple bird strikes, plan sponsors should develop a checklist to develop good practices and avoid unneeded liability in their stewardship of retirement plans for their employees. So this article is intended to serve as a checklist for plan sponsors to navigate the perilous waters of retirement plan sponsorship.

LOADING PDF: If there are any problems, click here to download the file.

Written by:

Published In:

Tax

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Ary Rosenbaum, The Rosenbaum Law Firm P.C. | Attorney Advertising

Don't miss a thing! Build a custom news brief:

Read fresh new writing on compliance, cybersecurity, Dodd-Frank, whistleblowers, social media, hiring & firing, patent reform, the NLRB, Obamacare, the SEC…

…or whatever matters the most to you. Follow authors, firms, and topics on JD Supra.

Create your news brief now - it's free and easy »

All the intelligence you need, in one easy email:

Great! Your first step to building an email digest of JD Supra authors and topics. Log in with LinkedIn so we can start sending your digest...

Sign up for your custom alerts now, using LinkedIn ›

* With LinkedIn, you don't need to create a separate login to manage your free JD Supra account, and we can make suggestions based on your needs and interests. We will not post anything on LinkedIn in your name.
×
Loading...
×