Oct. 29, 2018:
Consult your plan’s counsel or tax advisor regarding these and other items that may apply to your plan.
NOVEMBER
Prepare to issue a payroll stuffer or other announcement to employees to publicize the plan’s advantages and benefits, and any plan changes becoming effective in January.
Conduct a campaign to encourage participants to review and, if necessary, update their mailing addresses to ensure their receipt of Form 1099-R to be mailed in January for reportable plan transactions in 2018.
Check current editions of enrollment materials, fund prospectuses and other plan information that is available to employees to ensure that they are up-to-date.
Provided by Doug Fletcher - Prepared by Kmotion, Inc. Copyright 2018.
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