SW Benefits Update: 2018 End of Year Plan Sponsor “To Do” List (Part 3) – Qualified Retirement Plans


As 2018 comes to an end, we are pleased to present you with our traditional End of Year Plan Sponsor “To Do” Lists. This year, we are publishing our “To Do” Lists in four separate Employee Benefits Updates. Part 1 covered health and welfare plan issues, Part 2 covered the annual cost of living adjustments, this Part 3 covers qualified plan issues, and Part 4 will cover executive compensation issues. Each Employee Benefits Update provides you with a “To Do” List of items on which you may want to take action before the end of 2018 or in early 2019. As always, we appreciate your relationship with Snell & Wilmer and hope that these “To Do” Lists help focus your efforts over the next few months.

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