Employee Benefits Update - 2011 End of Year Plan Sponsor “To Do” Lists
2011 End of Year Plan Sponsor To Do Lists
2011 End of Year Plan Sponsor “To Do” Lists
In this issue we provide seven “to do” lists that may require you to take action before the end of 2011 or in early 2012. View the full checklists here or select any of the categories below.
For your convenience, we have broken the “to do” lists into the following seven categories:
All Qualified Plans
Section 401(k) Plans
Defined Contribution Plans (other than Section 401(k) Plans)
Defined Benefit Plans
Section 403(b) Plans
Health and Welfare Plans
Retirement Plan Limits
The All Qualified Plans list applies to all qualified plans, in addition to the specific list for each type of plan. For example, if you sponsor a Section 401(k) plan, you will want to review both the All Qualified Plans list and the Section 401(k) Plans list for that plan.
If you have any questions or need help with any of the action items, please contact any member of our Employee Benefits Group.