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Every year it is important to review the requirements for operating your 401(k) retirement plan. Use this checklist to help keep your plan in compliance with many of the important rules such as:


  • Are the plan's elective deferrals correct?
  • Were matching contributions made in accordance with the plan?
  • Were hardship distributions made properly?
  • Did loans follow plan documents?

401(k) plans have many rules that need to be followed. Many mistakes can be correct easily, without penalty and without notifying the IRS. 

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Verify That Your Company 401(k) Plan Is Following Standard Compliance Rules.

Verify That Your Company 401(k) Plan Is Following Standard Compliance Rules.

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