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Checklist 1
Updating Plan Documents
Checklist 2
Understanding the Correct Definition of Compensation
Checklist 3
Calculating the Correct Match
Checklist 4
ADP & ACP Testing
Checklist 5
Limiting 401(k) Deferrals
Checklist 6
Timely Depositing 401(k) Deferrals
Checklist 7
Properly Administering Participant Loans
Checklist 8
Administering Hardship Withdrawals
Checklist 9
Following the Heavy Rules
Checklist 10
Timely Filing Form 5500
Checklist 11
Starting Deferrals Properly
12 Plan Summary
An ease of use tool for plan participants
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