Plan administrators should review the following actions to be taken before the end of 2019 and focus on what to expect for 2020. The following checklist addresses plan amendments, notices and other considerations for qualified retirement plans, welfare plans, and stock-based and performance-based plans. Click below to download a copy of the checklist, which also included a chart showing benefit and contribution limits for 2020.
Plan Administrators’ 2019 Year-End Checklist