How to Survive a DOL Audit

Keith R. McMurdy has put together stuff people need in order to plan for a retirement audit in 10 easy steps. Among his suggestions are things such as: keeping documents a minimum of six years and ideally for as long as you can, keeping copies of Forms 5500, and a summary plan description. McMurdy also lists out three of the major flaws people make in an audit, such as failing to keep their signed plan documents.

Read the full article here:
13 Things You Need to Survive a DOL Audit