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2015 Planning for ERISA Single-Employer DC Plan Operations (PDF)
Buck Link to more items from this source
Nov. 16, 2014
10 pages. "Make timely 401(k) deposits.... Process auto cashouts of small balances.... Review procedures for acceptance of rollovers.... Review plans with after-tax contributions -- Roth and non-Roth.... File Form 8955-SSA electronically.... Review forfeitures and investment credits.... Confirm all payroll processes are clean and audited for year-end testing.... Get IRS review of your document.... [C]onfirm that plan documents state a statute of limitations period ... [C]onsider fiduciary training[.]"

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