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End-of-Year Plan Sponsor ‘To-Do’ List

The end of the year brings lots of lists. Following up on yesterday’s “Case of the Week” question about notices due by Dec. 2, the law firm of Snell & Wilmer provides a comprehensive to-do list for the following types of benefit plans:
• All qualified plans
• 401(k)
• DC but not 401(k)
• DB
• 403(b)
• Health and welfare
• Exec comp

It’s a good list to keep handy, and not one you want to wait until the last minute to complete — just like your Christmas shopping list.

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