Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Compass
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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2021 Annual Plan Compliance Review (PDF)
Employee Fiduciary 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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