Tax Qualified Plan management
1
votes
Hi There - We recently started serving business owners as retirement plan advisors. It would be helpful to have a flowchart that applies to operating a tax qualified retirement plan such as a 401(K). Understanding which disclosures must be sent out and which key dates matter would be great. This could allow a CFP® Plan Advisor to monitor the work of the Plan Sponsor and other vendors such as Plan Administrators or TPAs. Thanks!