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Tips for Maintaining Healthy Benefit Plans
Clark Schaefer Hackett 
Sept. 26, 2024 "[1] Put a written plan in place and make sure it's compliant with [ERISA] ... [2] Ensure all summary plan descriptions (SPDs) are updated ... [3] Reconcile SPDs with your governing plan documents to eliminate conflicts ... [4] Look over plan eligibility requirements ... [5] Fully document any changes to the plan ... [6] Audit contributions ... [7] Make certain your 401(k) contributions are deposited quickly ... [8] Ensure pretax payments are made within a Section 125 plan ... [9] Audit your COBRA plans." MORE >> |
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