Tips for Your Annual Retirement Plan Checkup

As a new year approaches, now is the opportunity for plan sponsors to review their retirement plans to ensure that they’re legally compliant and up to date. From increases in annual contribution limits to sweeping changes to the IRS regulations governing hardship distributions, an annual review should be conducted to even the most well-crafted plan. Read on for some helpful tips that can make your annual retirement plan checkup as streamlined and stress-free as possible.