Qualified retirement plans are subject to many reporting and disclosure requirements under ERISA and related regulations. Although there may be additional requirements that apply to special circumstances, the Reporting And Disclosure Requirements checklist provides an overview of the requirements that typically apply. Information pertaining to both defined benefit and defined contribution plans are in this one checklist.
For additional information, can also be found on the IRS website.
Please contact your Watkins Ross associate for specific questions pertaining to your plan’s reporting and disclosure requirements.