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2021 Annual Plan Compliance Review (PDF)
Employee Fiduciary Link to more items from this source
Nov. 25, 2020

"Annual 401(k) administration tasks generally fall into one of four categories – nondiscrimination testing, Form 5500 reporting, participant disclosure, and plan document maintenance. If you’re an employer, you can use this Annual Plan Compliance Review to help ensure these tasks are completed timely for 2021. It includes 3 sections: [1] Deadline tasks ... [2] Periodic tasks ... [3] Document retention ... Once you’ve completed this checklist, you can file it with other 2021 plan records."

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