Download your guide
When it comes to administering your plan, both the DOL and the IRS look to plan administration to identify if you’re meeting your fiduciary obligations.
Understanding what’s required in the administration of your plan can help you avoid being the subject of a regulatory investigation. We've developed a guide to help plan sponsors like you ensure nothing falls through the cracks.
Our guide includes:
- Annual Compliance Calendar
- Roles and Responsibilities Worksheet
- Required Participant Disclosures
- Eligibility and Vesting Determinations
- Participant Contributions, Distributions & Loans
- Non-discrimination Testing
Check out our other Plan Sponsor Guides
Plan Sponsor Guide: Governance & Documentation
This guide will assist you in understanding your fiduciary obligations and properly allocating and/or delegating responsibilities through a plan committee and helps provide a consistent and repeatable framework for managing and documenting your ongoing fiduciary duties.
Plan Sponsor Guide: Selecting & Monitoring Investments
Selecting and monitoring investments for your plan is one of your primary responsibilities as a plan sponsor. This guide will help you understand your duties and implement a process to manage fiduciary risk, saving valuable time for you and your employees.
Plan Sponsor Guide: Selecting & Monitoring Service Providers
When it comes to selecting service providers for your plan, you should follow an objective process in order to make a well-informed decision to enter into, extend or renew an arrangement to provide services to your plan and/or your employees. Our guide can help you with the process.