401(k) Compliance Kit

Download Your Free Copy of the 401(k) Compliance Kit

What would happen if the Internal Revenue Service (IRS) or Department of Labor (DOL) came knocking? In this toolkit, we will look at the primary challenges and complexities of sponsoring a 401(k) plan and give you the tools you need to ensure your plan is compliant with relevant regulations. You will learn about:

  • Determining Eligibility
  • Defining Compensation
  • Understanding Contribution Requirements
  • Self-Testing Your Plan
  • Evaluating Your Retirement Program Over Time


Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc.

Third party administration, actuarial, and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.

CBIZ Financial Solutions, Inc. is a Broker/Dealer, member FINRA, SIPC and registered investment adviser.

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