Feb. 26, 2018:
Consult your plan’s counsel or tax advisor regarding these and other items that may apply to your plan.
MARCH
Begin planning for the timely completion and submission of the plan’s Form 5500 and, if required, a plan audit. (Calendar year plans) Consider, if appropriate, the Department of Labor’s small plan audit waiver requirements.
Review all outstanding participant plan loans to determine if there are any delinquent payments. Also, confirm that each loan’s repayment period and the amount borrowed comply with legal limits.
Check bulletin boards and display racks to make sure that posters and other plan materials are conspicuously posted and readily available to employees, and that information is complete and current.
Provided by Doug Fletcher - Prepared by Kmotion, Inc. Copyright 2018.
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