As a Plan Sponsor, you’re tasked with all sorts of administrative requirements – determining eligibility of participants, providing required notices, depositing employee deferrals on time — the list goes on. There’s good news though, you’re not in this alone. DirectAdvisors has put together a helpful overview of these requirements to help you stay compliant and successfully navigate the administration on your plan.
Our 8-minute podcast on this topic can be found by clicking on the following link:
Retirement Plan Podcast Series #6 – Staying Compliant: Tips for Administering Your Retirement Plan
Juggling all of these requirements are important in helping ensure your plan stays compliant. If you’d like to review how each of these apply to your Plan, an advisor from DirectAdvisors can sit down and walk you through your Plan’s requirements.
If you’d like to schedule a time to do this, or have additional questions, please reach out to the team at DirectAdvisors by phone at 518-362-2119, or by email at firstname.lastname@example.org.