The Internal Revenue Service audits all types of qualified plans. Employers should maintain policies and information to demonstrate compliance, if an audit occurs.
Employers should maintain plan documents and operational procedures and information. For a detailed list of documents to maintain, visit our Regulations and Compliance page.
We provide activity reports to the employer as requested and or in the event of an audit. These reports include:
Asset Account Balance
Administered and Marketed by American Fidelity Assurance Company, dba AFPlanServ®