Plan requirements change and it’s your responsibility to know when they do. That’s why reviewing your retirement plan each year helps ensure it’s compliant with current tax laws. Like routine physicals, retirement plan check-ups can help you prevent problems or detect them early.
We have created ‘Check-up’ brochures for several plans that explain the full importance of reviewing your plan annually and the money-saving benefits of a well-run plan. We’ve also created checklists for some of our plans as a 'tool' to help keep your plan compliant with many important tax rules. Select your type of plan to get important information and additional resources on how to maintain it.