austin3515 Posted June 3, 2013 Posted June 3, 2013 Anyone have a checklist they run through when processing plan amendments? For example, cut-back issues, BR&F issues, audit concenrs (if liberalizing eligibility) Austin Powers, CPA, QPA, ERPA
Jim Chad Posted June 4, 2013 Posted June 4, 2013 Great idea! If not, I will help you make one. Would you know how to post it on here? Other items for checklist would be payroll issues. Do they know what Roth means? Can they handle downloading to the investment comapny? Takeoff tickler lists or put on as needed for Safe Harbor notice and 404 notices
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now