A retirement plan needs regular attention and care to keep it operating well. Use the information and resources below to avoid mistakes in your retirement plan.
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Retirement plan operation and maintenance
Responsibilities and duties in keeping your retirement plan in compliance.
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Fix-it guides
Tips on avoiding errors in 401(k), SEP, SIMPLE IRA and SARSEP plans.
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Checklists
A quick review to help you avoid some common mistakes in operating your 401(k), 403(b), SEP, SIMPLE IRA and SARSEP plans.
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Fixing common plan mistakes
Common mistakes that happen in retirement plans and how to correct the problem.
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Avoiding compensation errors in retirement plans
Areas affected by your plan's definition of compensation and tips for getting it right.
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A guide to common qualified plan requirements
A list of some important retirement plan requirements to help you implement practices, procedures and internal controls to monitor plan operations.
Found a mistake or problem in a retirement plan? Learn how to fix plan errors.