metsfan026 Posted November 5, 2021 Posted November 5, 2021 Just trying to do some bookkeeping for a few of my new clients. Does anyone have a list of the required annual notices? Just making sure that they've been compliant in the past. Thanks in advance!
Pam Shoup Posted November 8, 2021 Posted November 8, 2021 Participant directed, trustee directed, safe harbor plan (match or non-elective), auto enrollment (what type) . . . . . ? Pamela L. Shoup CEBS, RPA, QKA
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