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An Employer's Brief Overview of Annual Retirement Plan Compliance Requirements
USI Consulting Group Link to more items from this source
Mar. 4, 2022

"No matter what type of plan you have, or whether it's administered in-house or outsourced to a professional recordkeeper, consider conducting a proactive operational compliance review, or self-audit, to help your organization avoid added costs and liabilities in the future.... [C]reate a retirement plan compliance checklist. Include everything from documentation and benefit calculations to day-to-day administrative processes."

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