Census readiness checklist

Yang's Pension Consulting, Inc — Staging preview — educational worksheet, not professional advice.

Use this worksheet to organize high-level plan data. Do not enter Social Security numbers, account numbers, compensation records, or other participant-level data.

Plan and workforce context Plan name, number, and plan-year dates confirmed Current plan document and amendments located Eligibility, entry-date, and exclusion rules identified

Data controls Payroll source, owner, and report date identified Ownership and related-employer questions escalated Exceptions have an accountable owner and due date

Educational worksheet only. Confirm data requirements with the TPA and controlling plan documents.

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