~Check out this guide to ensure that your retirement plan is well kept, just like your garden~


Like a garden, a retirement plan needs regular attention and care to keep it healthy.


Avoid plan errors by following this guide from the IRS! 

This guide will give you: 

  • Retirement plan operation & maintenance 
  • Fix-it Guides 
  • Checklists 
  • Fixing common plan mistakes 
  • Avoiding compensation errors in retirement plans 
  • A guide to common qualified plan requirements