PensionNewbee Posted May 27, 2005 Posted May 27, 2005 Does anyone have a checklist for defined contribution plan administration that is complete but concise (I hate checklists that are longer than the report I prepare) that you are willing to share?
Ron Snyder Posted May 31, 2005 Posted May 31, 2005 I believe that Panel Publishers is willing to share their checklist to subscribers. CCH also has something. Try Plan Administrators Guide for an online resource.
david rigby Posted June 1, 2005 Posted June 1, 2005 You may also Search these Message Boards. I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
PensionNewbee Posted June 2, 2005 Author Posted June 2, 2005 I'm actually looking for something internally created by a TPA - for quality control purposes. There are so many details to keep track of while working on a plan a checklist would be really helpful to me
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