Help - Search - Members - Calendar
Full Version: Year End Checklist
BenefitsLink Message Boards > Retirement Plans > Retirement Plans in General
R. Butler
We are in the process of making a new year end checklist for our administrators. Are there any examples on the internet just to get some ideas?

Any guidance is appreciated.
wmyer
Have you checked out Cigna's COMPLIANCE CHECKLIST at http://www.cigna.com/professional/tools/re...ment/index.html? It may be a good start. You can click on COMPLIANCE CHECKLIST to download the 24-page all-inclusive pdf file.
pax
Not sure if this on point for you:

http://www.asabenefits.com/asaalerts7.html

http://www.asabenefits.com/asaalerts9.html
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2009 Invision Power Services, Inc.