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Benefit Plans Plus offers year-end checklist

As the trifecta of holiday madness approaches, maintaining retirement plans can fall by the wayside. Benefit Plans Plus recently published a year-end retirement plan checklist outlining major annual notices plan sponsors are required to give

By Danielle Andrus | Updated on November 26, 2008

As the trifecta of holiday madness approaches, maintaining retirement plans can fall by the wayside. Benefit Plans Plus recently published a year-end retirement plan checklist outlining major annual notices plan sponsors are required to give to maintain the tax-qualified status of their plans.

Safe-Harbor 401(k) annual plan notice – Traditional safe-harbor 401(k) plans must provide an annual safe-harbor notice to all plan participants describing the safe-harbor contribution and other material plan features.

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