Fix-It Guides - Common Problems, Real Solutions
Tips on how to find, fix, and avoid common mistakes in retirement plans.
Each guide provides:
- an overview of the rules for each plan type,
- an overview of the Employee Plans Compliance Resolution System,
- the most frequent errors we find in each plan type and
- tips on how to find, fix and avoid these mistakes.
The format of each guide enables users to navigate, select and print only the mistakes that are of interest to them.
- 401(k) Plan Fix-It Guide (HTML) - (PDF Version)
- 403(b) Plan Fix-It Guide (HTML)
- SARSEP Plan Fix-It Guide (HTML)
- SEP Fix-It Guide (HTML)
- SIMPLE IRA Plan Fix-it Guide (HTML)