Are You Ready for Year-End?
Whether your ESOP plan year-end corresponds to the calendar year or not, you should always have a checklist ready!
Mychelle and Kelly, two of our ESOP Administrators with more than two decades of plan administration experience between them, give you some best practices and cover a range of topics, including:
- Form 1099R tips and explanations
- Form 945 tips & explanations
- Required Minimum Distributions
- Form 8955-SSA
- Partial Plan Terminations