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11.17.2017 Plan Administrators’ 2017 Year-End Checklist By: Marc Purintun; Nona K. Massengill; Brydon M. DeWitt & Elinor H. Clendenin

Plan administrators should review the following actions to be taken before the end of 2017 and focus on what to expect for 2018. The attached checklist addresses plan amendments, notices and other considerations for qualified plans, welfare plans and stock-based and performance-based plans. A chart showing benefit and contribution limits for 2018 is also included. 

 Plan Administrators’ 2017 Year-End Checklist