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How can you avoid an unnecessary DOL audit and make sure your 401(k) or 403(b) retirement plan is in compliance with DOL and IRS standards? A good start is by completing an ERISA Compliance Checklist.  This exercise will allow you to identify weaknesses in your process and where to focus your efforts.

Is this really free?

Absolutely. Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind  the  next time you have retirement plan  questions!