Plan Sponsor's Calendar: NOVEMBER

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.

#plancalendar #401k