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Plan Sponsor Coach

Plan Sponsor Coach


Plan Sponsor Coach has been created to help support our audience on the key issues facing our community. The focus of these reports are to both help educate and also act as a checklist in promoting best practices amongst us.

This edition of Plan Sponsor Coach focuses on 6 important subjects (1) Non-discrimination Tests (2) Pre-Approved Plans (3) Recordkeeping Fees (4) Roth 401(k) conversion plans (5) Compliance Checklist & (6) Safe harbour IRA’s

For bulk copy information and pricing, or for other questions, please contact Michelle Judkins at +1 203 595 3276 or

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