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You invest in annual maintenance for things like your heating and cooling system, your car and your investments. Should you annually review the operation of your retirement plan? "No," you think, "my investment advisor said my small retirement plan has no administrative fees, so doesn't that mean it requires no administration?" This is a common question we receive from our clients sponsoring a simplified employee pension (SEP) or savings incentive match plan for employees (SIMPLE) plan. In a word, the answer is no.
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We take great care in the preparation of our articles and announcements. We also have a process of reviewing articles when major changes take place. The business, legal and tax climate is constantly changing especially when reviewed on an industry basis.

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