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Essentials of Retirement Planning by Eric Robbins

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CHAPTER 13

Plan Installation and Administration

Introduction

There is a formal process that must be followed if an employer does not already sponsor a plan. They will need to jump through certain meta-phorical hoops and perform specific administrative tasks. A prospective client who is interested in offering a retirement benefit for their employees needs to be aware of the issue presented in this chapter. They should also be aware of certain protections in the event that an employee divorces while covered by an employer-sponsored plan.

Have you ever made an unintentional mistake? If you are honest, the answer is a resounding “yes.” Mistakes within the employer-sponsored plan environment need not become a disqualifying problem for the plan. The ...

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