Southern Pension Services
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Pension Rights Center
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Southern Pension Services
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Small NY Actuarial TPA Firm
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Advanced Plan Designs, LLC
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Defined Contribution Plan Administrator Pension Investors Corp of Orlando Inc
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Howard Simon & Associates
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Definiti
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Manager/Supervisor of Benefits and Payroll Compensation Virginia Farm Bureau
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Carpenter Morse Group
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Prime Benefits
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Fiduciary File: the Importance of Maintaining Proper DocumentationMultnomah Group |
Feb. 24, 2021 1:00 p.m. ET Webcast |
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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