Skip to main content
Home Working together to build your tomorrow

Are you aware that one of the most common compliance issues employers face when dealing with the IRS is out of date retirement plan documents?

The importance of maintaining your plan documents when offering retirement benefits to your employees cannot be over emphasized. Much like a car, proper and consistent maintenance helps to ensure that there are no major expenses or problems down the road.

Stay knowledgeable of your role and the legal requirements governing your plan documents. View “Your Plan Documents” to better understand:

  •  What information is required to be included
  •  Why the laws affecting retirement plans change so frequently
  • The differences between “good faith” amendments and restatement