401k Administration ERISA Record Retention Requirements In Plain English ERISA record retention requirements. Say that five times fast. All joking aside, this is actually pretty serious business. The Employee Retirement Income Security Act of 1974 requires that you retain important plan documentation.
401(k) Plan Documents The 401(k) Adoption Agreement Explained What’s got you searching for a 401(k) adoption agreement? Maybe you’re looking into establishing a 401(k) for your company. Or perhaps you’ve realized it’s time to make
401(k) Plan Documents 401k Summary Annual Report: Everything You Need to Know You’ve got questions about the 401k Summary Annual Report (SAR). We’ve got answers. Better yet, we know how annoying it is to skip from article to article trying to find what
401(k) Plan Documents 401(k) Summary Plan Description: Basics, Requirements, and Compliance What is the 401(k) Summary Plan Description (SPD)? The Summary Plan Description (SPD) is one of the important 401(k) plan documents that provides plan participants (and their beneficiaries) with the most
401(k) Plan Documents What Is An IRS Determination Letter? If you have a customized 401(k) plan, you may have been a regular pen pal with the IRS. The documents of a qualified retirement plan, like a 401(k), must comply with
401(k) Plan Documents The Quick-Start Guide to 401k Plan Documents and Records Whether you’re staring down the barrel of a 401(k) audit or just being proactive, knowing the details on your 401(k) plan documents (and keeping them organized) can save you a
401(k) Plan Documents 401(k) Investment Policy Statements Does your 401(k) plan have an investment policy statement (“IPS”)? According to Callan consultants, some 90% of defined contribution plans maintain an IPS. Historically, however, larger plans are more are far more
