401(k) Plan Checklist: Keep Your Plan In Compliance

Every year it's important that you review the requirements for operating your 401(k) retirement plan. Use this checklist to help you keep your plan in compliance with many of the important rules. For additional information (including examples) on how to find, fix and avoid each mistake, click on "(More)" Below each section of the Checklist.
To view this checklist on the IRS website visit: 401(k) Plan Checklist 

Leading Retirement Solutions

(206) 430-5084 phone
  (800) 974-2814 (toll free)



Our mission: to proactively support organizations and lead them toward a secure future.