• Larry Kavanaugh, Jr.

Annual Retirement Plan Checklist


As a plan sponsor, you are responsible for keeping your plan in compliance with government regulations.


One of the important areas of compliance involves the many documents that are part of plan administration. These documents must be in writing and kept at your fingertips in case you need to refer to them. On top of having copies of the documents in your file cabinet, you must understand and closely follow them.


Here is our “just the basics” Annual Retirement Plan Checklist for fiduciaries. This cheat sheet will help you better understand your fiduciary duty and the documents to keep on hand.


Download the Checklist

Contact Us

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Northeast Retirement Plan Advisors

950-A Union Rd Ste 31
West Seneca, NY 14224

Phone

716.674.6200 x 237 

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Northeast Retirement Plan Advisors

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA SIPC.
 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, IN, MA, MD, MI, MN, MO, NC, NY, PA, SC

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