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Retirement Plan Year-End Action Items

The following non-exhaustive list of annual notices for retirement plans must be distributed within a reasonable time prior to the start of the plan year. For calendar year plans, providing them by December 1 will meet this requirement. Safe Harbor 401(k) Notice ?Çô for 401(k) plans that are designed to comply with the safe harbor requirements of the Internal Revenue Code (the ?Ç£Code?Ç¥). Automatic Enrollment Notice ?Çô for any plan that includes automatic enrollment provisions. Qualified Automatic Contribution Arrangement Notice ?Çô for plans that are designed to comply with the Code?ÇÖs qualified automatic contribution provisions. Eligible Automatic Contribution Arrangement Notice ?Çô for plans that are designed to comply with the Code?ÇÖs eligible automatic contribution provisions. Qualified Default Investment Alternative (?Ç£QDIA?Ç¥) Notice ?Çô for plans with participant-directed investments that include a QDIA in which a participant?ÇÖs account will be invested if the participant fails to make an investment election. Distribute Summary… Continue Reading

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