Practical Tools

12-Question Checklist for Retirement Plan Compliance

If your company has a 401(k) plan, it's a good idea to review it annually to ensure you're still in compliance with IRS regulations.

This 12-point checklist can help you identify and correct any errors.

In this Practical Tool, you'll discover:

  • How different definitions of compensation can affect plan participants
  • Ways to ensure your plan satisfies nondiscrimination tests
  • Potential taxes and penalties that may be imposed regarding elective deferrals

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