401(k) Plan Checklist

Every year it is important that you review the requirements for operating your 401(k) retirement plan. Use this checklist to help you keep your plan in compliance with many of the important rules. Click on in any of the following questions for additional information (including examples) on how to find, fix, and avoid each mistake. See www.irs.gov/ep for online versions of the checklists, Fix-it Guides, and other resources for 401(k) and other plan types.