---
title: "Plan Sponsor Checklist – Retirement Plan Update August/September 2014"
date: 2014-08-04
author: "Site Admin"
categories:
  - name: "Newsletters"
    url: "/category/newsletters.md"
  - name: "Uncategorized"
    url: "/category/uncategorized.md"
---

# Plan Sponsor Checklist – Retirement Plan Update August/September 2014

[View this Newsletter](http://pinnacle-plan.com/wp-content/uploads/2014/08/2014-Benefit-Insights-August-September1.pdf "Retirement Plan Sponsor Checklist")  
[![checkmark](http://pinnacle-plan.com/wp-content/uploads/2014/08/checkmark-150x150.jpeg)](http://pinnacle-plan.com/wp-content/uploads/2014/08/checkmark.jpeg)

Focus: The Ultimate Plan Sponsor Checklist

- Do you have copies of all the plan documents and records?
- Are you properly insured as a plan sponsor?
- Do you timely distribute required documents, notices and educational retirement fund materials to your employees?
- Are you depositing 401(k) deferrals and loan repayments by the required deadlines?
- Are you enrolling and covering the right employees?
- Are you monitoring the plan’s fees?
- Do you have an investment policy statement (IPS)?
- When was the last time you reviewed your employee retirement plan to see if it still fits your current needs?

By Robbie Petrillo