Checklist 1-Updating Plan Documents

Checklist 1

Updating Plan Documents

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Checklist 4-ADP and ACP Testing

Checklist 4

ADP & ACP Testing

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Checklist 7-Properly Administering Participant Loans

Checklist 7

Properly Administering Participant Loans

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Checklist 10-Timely Filing Form 5500

Checklist 10

Timely Filing Form 5500

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Checklist 2-Understanding the Correct Definition of Compensation

Checklist 2

Understanding the Correct Definition of Compensation

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Checklist 5-Limiting 401(k) Deferrals

Checklist 5

Limiting 401(k) Deferrals

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Checklist 8-Administering Hardship Withdrawals

Checklist 8

Administering Hardship Withdrawals

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Checklist 11-Starting Deferrals Properly

Checklist 11

Starting Deferrals Properly

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Checklist 3-Calculating the Correct Match

Checklist 3

Calculating the Correct Match

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Checklist 6-Timely Depositing 401(k) Deferrals

Checklist 6

Timely Depositing 401(k) Deferrals

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Checklist 9-Following the Heavy Rules

Checklist 9

Following the Heavy Rules

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Plan Summary

12 Plan Summary

An ease of use tool for plan participants

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Zip Folder-All Checklists

All Checklists

Download all lists and Plan Summary

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