Tag Archives: plan document retention

Public Agency Retirement Plan Documents: Are They Properly Signed and Dated?

Based on numerous requests for plan documents from public agency clients, we know that many cannot find complete sets of their historical and current retirement plan documents that are properly authorized, signed and dated. If this sounds like you, here’s … Continue reading

Posted in 401(a), 457(b) Plans, Plan Administration, Plan Qualification, record-keeping | Tagged , , , | Comments Off on Public Agency Retirement Plan Documents: Are They Properly Signed and Dated?