PJ2009 Posted April 14, 2009 Posted April 14, 2009 Does anybody know where I can find a concise and current "checklist" for retirement plan and H&W plan SPDs? I have the regulations, but would like to work from something more user friendly. Thank you. pj
MARYMM Posted April 14, 2009 Posted April 14, 2009 Does anybody know where I can find a concise and current "checklist" for retirement plan and H&W plan SPDs? I have the regulations, but would like to work from something more user friendly. I was looking for something similar recently and found this http://www.jacksonlewis.com/articles/1005_Bender.pdf It is a little old
PJ2009 Posted April 14, 2009 Author Posted April 14, 2009 Does anybody know where I can find a concise and current "checklist" for retirement plan and H&W plan SPDs? I have the regulations, but would like to work from something more user friendly. I was looking for something similar recently and found this http://www.jacksonlewis.com/articles/1005_Bender.pdf It is a little old Very helpful! Thanks. Fortunately, things in the SPD area don't change much (knock on wood). Thank you. pj
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