Sheri Terens, CPA shows how to handle common mistakes in retirement plans:
So, you’re a great employer that started an employee retirement plan to offer the added benefit to your employees. Of course you want to do the right thing to run your plan, but are you?
First, you need to start off with a retirement plan checklist:
- Has your plan document been updated within the past few years to reflect recent law changes?
- Are the plan’s operations based on the