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.
Fix-It Guides
Tips on avoiding errors in 401(k), SEP, SIMPLE IRA and SARSEP plans.
Checklists
A quick review to help you avoid some common mistakes in operating your 401(k), 403(b), SEP, SIMPLE IRA and SARSEP plans.
The Fix Is In: Common Plan Mistakes Retirement News for Employers recurring article on common mistakes that happen in retirement plans. It describes the problem and how to lessen the probability of the problem happening again.
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.
"Maintaining Your Plan" Video Tips on what employers/sponsors need to do to keep their retirement plan healthy. (6:45 min.)
Found a mistake or problem in a retirement plan? Learn how to fix plan errors.