In this issue we highlight the importance of reviewing your plan operations and key fiduciary tasks. We summarize plan loan requirements that all plan fiduciaries should know, and take a look at some common questions regarding plan audits. We also discuss what happens when a plan fiduciary communicates with an attorney about an ERISA-covered retirement plan, and we list a few key tax reporting deadlines for April and May.
As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please feel free to contact me directly.