The “401(k) Compliance Check Questionnaire Final Report” covers plan form and operational issues compiled from data provided by 401(k) plan sponsors. (See “29% Chose Deferral Higher Than Default.”) Monika Templeman, director Employee Plans Examinations; Joyce Kahn, acting director EP Rulings & Agreements; and Janice Gore, EP area manager, will highlight significant findings and next steps (including outreach, guidance and compliance projects) during a phone forum on May 13 at 2 p.m. Eastern time. They will also discuss a new self-audit tool to help 401(k) plan sponsors avoid costly mistakes.
Those who register and have a specific matter that they would like to be addressed should e-mail firstname.lastname@example.org by May 6.
Registration is here.