A Comprehensive Plan Review every few years is almost as important as having a retirement plan. Organizations may occasionallly review the investment options of retirement plans, but seldom is the entire plan reviewed to understand what is needed in order to remain in compliance with the law or take advantage of tax law changes. Many mistakes within plans can be corrected easily, without penalty, and without involving the IRS.
The checklists below are only a guide to a more compliant plan. If you answered "No" to any of the questions on the checklist, please contact one of our Retirement Plan Solutions professionals, Bill Enck or Roger Prince for assistance.
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