Featured Jobs
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Defined Contribution Administrator
Primark Benefits
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Defined Benefit Pension Consultant
The Ryding Company
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Aimpoint Pension
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Ubiquity Retirement + Savings
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Defined Benefit Pension Administrator
Actuaries Unlimited, Inc.
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Defined Contribution Plan Administrator
West Coast TPA Firm
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Senior Retirement Plan Administrator
TPS Group
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Primark Benefits
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Premier Plan Consultants
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Retirement Plan Relationship Manager
ERISA Services, Inc.
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Defined Benefit Actuarial Analyst - CONTRACTOR
Empower Retirement
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Retirement Plan Administration Consultant
TSC
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Sales Support Specialist - Pensions & Benefit Solutions Consultant
ftwilliam.com / Wolters Kluwer
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Employee Benefits H & W Compliance Consultant
Benefit Comply, LLC
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Nexus Administrators, Inc.
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View More Multnomah Group Webcasts and Conferences
Fiduciary File: the Importance of Maintaining Proper DocumentationMultnomah Group |
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Feb. 24, 2021 Recorded Online Webcast |
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Retirement plans are designed to be long-term programs for participants to accumulate and receive benefits at retirement. As a result, plan records may cover many years of transactions. The Internal Revenue Service (IRS), as well as the Employee Retirement Income Security Act (ERISA), require plan sponsors to maintain records of a variety of documents related to the plan. Documentation is critical to assist a retirement committee in understanding the history of decisions made regarding the plan. It is also critical when addressing any legal or regulatory inquiries. Join us as we cover:
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