Keeping a watchful eye on the retirement plan your business sponsors to help employees prepare for their retirement years is just smart business practice. Employees are counting on the benefits promised by the plan and protecting these tax benefits is an important duty assumed by business owners when they adopt a retirement plan.
- Fix-It Guides
Tips on correcting errors in 401(k), 403(b), SEP, SIMPLE IRA and SARSEP plans.
To help plan sponsors understand the requirements of 401(k), 403(b), SIMPLE IRA, SEP and similar retirement plans.
- Fixing Common Plan Mistakes
Common mistakes that happen in retirement plans and how to spot the problem in your plan.
- 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.
- "Maintaining Your Plan" Video
Tips on what employers/plan sponsors need to do to keep a retirement plan in compliance with the tax laws. (6:45 min.)
- Types of Plans
Information on the various types of plans available, how they work and the benefits of having a retirement plan.