We help you understand the regulations and required documents related to:
- Fiduciary Responsibility
- Current Plan Document
- Adherence to Plan Document
- Summary of Material Modifications
- Participant Fee Disclosure Notice
- Automatic Enrollment Notice
- Qualified Default Investment Alternative Notice
- Summary Annual Report
- Annual Form 5500 Filing
- Independent Audit Report
- ERISA Fidelity Bond
- Annual Non-Discrimination Testing (ADP, ACP, Top Heavy, 415, etc.)
- Required Minimum Distributions
- Timely Funding of Contributions
- Monitoring of Investment Options
- Fee Reasonableness Determination
- Fiduciary Responsibility
- Current Plan Document
- Adherence to Plan Document
- Summary of Material Modifications
- Participant Fee Disclosure Notice
- Automatic Enrollment Notice
- Qualified Default Investment Alternative Notice
- Summary Annual Report
- Annual Form 5500 Filing
- Independent Audit Report
- ERISA Fidelity Bond
- Annual Non-Discrimination Testing (ADP, ACP, Top Heavy, 415, etc.)
- Required Minimum Distributions
- Timely Funding of Contributions
- Monitoring of Investment Options
- Fee Reasonableness Determination