|
We are pleased to make available
An ERISAdiagnostic™ - Self audit guide for 401(k) plans
The ERISAdiagnostic™ can be used to:
- Prepare for an IRS audit.
- Do preliminary work for a consultant that you hired to conduct a compliance review and thereby reduce your fees.
- Enable you to focus on a particular area of the plan that may be troublesome.
- Provide a learning tool for new staff or existing staff who are new to the position of responsibility for the 401(k) plan.
- Report to the Board that to the best of your knowledge, the plan is operating in compliance.
- Document that you have a process for monitoring plan providers by verifying the accuracy of their services and confirm assessment of agreed upon fees.
It is important to keep in mind what the ERISAdiagnostic™ is not:
- It does not constitute legal advice and should not be used as a substitute for legal advice.
- A one size fit all guide; you must tailor the guide to your particular plan provisions.
- An investment selection or monitoring guide.
You may purchase the ERISAdiagnostic™ for $189; just click on the Buy
Now button and follow the instructions and you will have a very useful and informative tool. All purchases are final.
|
