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Plan Sponsor's Calendar: NOVEMBER

  • Writer: Financial Craftsmen
    Financial Craftsmen
  • Oct 29, 2018
  • 1 min read

Updated: Apr 24, 2019


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.

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