A retirement plan needs regular attention and care to keep it operating well. Use the information and resources below to avoid mistakes in your retirement plan.
- Retirement plan operation and maintenance
Responsibilities and duties in keeping your retirement plan in compliance.
- Fix-It Guides
Tips on avoiding errors in 401(k), SEP, SIMPLE IRA and SARSEP plans.
A quick review to help you avoid some common mistakes in operating your 401(k), 403(b), SEP, SIMPLE IRA and SARSEP plans.
- Fixing common plan mistakes
Common mistakes that happen in retirement plans and how to correct the problem.
- Avoiding compensation errors in retirement plans
Areas affected by your plan's definition of compensation and tips for getting it right.
- A guide to common qualified plan requirements
A list of some important retirement plan requirements to help you implement practices, procedures and internal controls to monitor plan operations.
Found a mistake or problem in a retirement plan? Learn how to fix plan errors.