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Does anybody know where I can find a concise and current "checklist" for retirement plan and H&W plan SPDs? I have the regulations, but would like to work from something more user friendly.
QUOTE (PJ2009 @ Apr 14 2009, 10:52 AM) 
Does anybody know where I can find a concise and current "checklist" for retirement plan and H&W plan SPDs? I have the regulations, but would like to work from something more user friendly.
I was looking for something similar recently and found this
http://www.jacksonlewis.com/articles/1005_Bender.pdf
It is a little old
QUOTE (MARYMM @ Apr 14 2009, 01:12 PM)
QUOTE (PJ2009 @ Apr 14 2009, 10:52 AM)
Does anybody know where I can find a concise and current "checklist" for retirement plan and H&W plan SPDs? I have the regulations, but would like to work from something more user friendly.
I was looking for something similar recently and found this
http://www.jacksonlewis.com/articles/1005_Bender.pdf
It is a little old
Very helpful! Thanks. Fortunately, things in the SPD area don't change much (knock on wood).
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