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Pointers to keep you retirement plan compliant and running smoothly
Once a retirement savings plan has been approved and is in place, it's tempting for a plan sponsor to sit back and adopt an "I'm done," hands-off attitude. However, to ensure that a plan continues to operate effectively, employers should periodically review plan provisions and features.
Here is a brief checklist of key points to keep in mind.
If you are unsure whether your plan currently meets all the requirements of this checklist, or if you would like assistance reviewing your plan, please contact your plan advisor.
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