Plan administrators should review actions to be taken before the end of 2022 and focus on what to expect for 2023. This checklist addresses plan amendments, notices and other considerations for qualified retirement plans,...more
11/22/2022
/ 401k ,
CARES Act ,
Contribution Limits ,
Defined Benefit Plans ,
Defined Contribution Plans ,
Employee Benefits ,
Employer Group Health Plans ,
Health and Welfare Plans ,
Plan Administrators ,
Qualified Retirement Plans ,
Retirement Plan ,
Safe Harbors ,
SECURE Act
Employers using pre-approved plan documents for their defined contribution retirement plans, such as 401(k) plans, should carefully review restated adoption agreements and basic plan documents that may be issued by their...more
Plan administrators should review the following actions to be taken before the end of 2018 and focus on what to expect for 2019. The following checklist addresses plan amendments, notices and other considerations for...more
Plan administrators should review the following actions to be taken before the end of 2017 and focus on what to expect for 2018. The attached checklist addresses plan amendments, notices and other considerations for qualified...more
11/20/2017
/ Benefit Plan Sponsors ,
Defined Benefit Plans ,
Defined Contribution Plans ,
Employee Benefits ,
Employee Stock Purchase Plans ,
Executive Compensation ,
Fee Disclosure ,
Health and Welfare Plans ,
Notice Requirements ,
Pension Plan Amendments ,
Plan Administrators ,
Required Minimum Distributions ,
Safe Harbors ,
Stock Options ,
Year-End Compliance Checklist