Apr. 30, 2018:
Consult your plan’s counsel or tax advisor regarding these and other items that may apply to your plan.
MAY
Monitor the status of the completion of Form 5500, and, if required, a plan audit (calendar-year plans).
Issue a reminder memo or e-mail to all employees to encourage them to review and update, if necessary, their beneficiary designations for all benefit plans by which they are covered.
Perform a thorough annual review of the Plan’s Summary Plan Description (SPD) and other enrollment and plan materials to verify that all information is accurate and current, and identify cases in which revisions are necessary.
Provided by Doug Fletcher - Prepared by Kmotion, Inc. Copyright 2018.
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