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401(k) Plan Checklist This checklist is not a complete description of all plan requirements, and should not be used as a substitute for a complete plan review. Every year it is important that you
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What is this checklist is not?
This checklist is not a financial report.
Who is required to file this checklist is not?
Individuals who are not part of the finance department.
How to fill out this checklist is not?
Do not provide any financial information.
What is the purpose of this checklist is not?
The purpose is not to track financial progress.
What information must be reported on this checklist is not?
Non-financial data.
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