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Who Retains The Beneficiary Forms?

Who Retains The Beneficiary Forms?

Who Retains The Beneficiary Forms? Beneficiary designation forms are used to determine who is entitled to the defined contribution retirement plan benefits upon the death of a participant. While participants complete these forms upon entering a plan, it’s often...
2019 Defined Contribution Compliance Calendar

2019 Defined Contribution Compliance Calendar

2019 Defined Contribution Compliance Calendar A qualified retirement plan must meet various requirements throughout the year in order to retain the qualified status. If you are responsible for administering your company’s defined contribution plan, it’s critical to...

1099-R

If your plan had distributions from your retirement plan this year, you must report to the participants on a Form 1099-R. A distribution will have occurred from your plan for a number of reasons including a cash or rollover distribution due to terminations,...