Performing a Retirement Benefits Checkup

The IRS recommends that all businesses perform a retirement benefits checkup annually. If you haven’t done this recently, the beginning of a new year provides the perfect opportunity. Reasons to perform such a review include the need to update a plan to comply with new legislation as well as the need to add eligible employees to the plan. Additionally, common mistakes made in plan management can be fixed during a regularly scheduled review, and the …

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