Free Template Tuesday Download Now Available Starting November 8, 2022
Every week or two, inside the free VIP Resource Library, I give away one (or more) templates from the 401k Business in a Box Library (normally only available inside the paid program).
Here is the current free template.
Click Here to go to the VIP RESOURCE LIBRARY and Download the FREE TEMPLATE
Service Your Business:
401(k) Plan Document Retention Checklist
Inside the Compliance File in a Box Complete Kit, you’ll find a Document Retention Checklist.
This document provides guidelines for plan sponsors on how long specific plan-level and participant-level documents should be kept on file.
Right now, you can access the Plan Document Retention Checklist. Just log into the Free Resources VIP Library to access.
If you’re not already a member of the VIP Resource Library, click here to join now (it’s free).