Managing a retirement plan requires ongoing attention throughout the year, not just during annual reviews or filing deadlines. From processing payroll contributions to monitoring compliance requirements and preparing for regulatory changes, plan sponsors are responsible for many important administrative tasks.
Our 401(k) Plan Administration Best Practices Checklist provides a practical framework for organizing key responsibilities by payroll cycle, month, quarter, and year. It also highlights important 2026 year-end updates that may impact plan administration, helping employers identify potential gaps before they become larger issues.
Whether you're reviewing employee eligibility, monitoring fiduciary responsibilities, or preparing for annual filings, this guide will serve as a valuable resource for maintaining an efficient retirement plan.
Download the 401(k) Plan Administration Best Practices Checklist
Mayflower Advisors
265 Franklin St., Ste 401 Boston, MA 02110
617-259-1767
https://www.mayfloweradvisors.com/
MFARetirement@mayfloweradvisors.com
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability, or completeness of, nor liability for, decisions based on such information and it should not be relied on as such. Securities offered by registered representatives through Private Client Services (“PCS”), Member FINRA/SPIC. Advisory services offered through Mayflower Advisors, LLC (“MFA”), an SEC registered investment adviser. PCS and MFA are not affiliated. Advisory services are only offered to clients or prospective clients where MFA and its representatives are properly licensed or exempt from licensure. For current MFA information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with MFA’s CRD #307857.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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