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
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