Helpful Links & Informative Guides for Your Business, From Our Team

Resources

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Retirement Resource Downloads

Cash Balance Plans Brochure
Employee Stock Ownership Plans Brochure
Other Post Employment Benefit Plans Brochure
Defined Benefit Compliance Calendar
Defined Contribution Plan Termination Procedure
Defined Benefit Plan Termination Procedure
Is Your Business A Good Candidate for an ESOP?
Is Your Business A Good Candidate for a Cash Balance Plan?
Defined Contribution Compliance Calendar
QDRO Requirements (DC Plans)
Reporting & Disclosure Requirements
Retirement Plan Check-Up (IRS)
Roth Catch-Up Contributions
Safe Harbor Hardship Withdrawal Guidelines
Safe Harbor Contributions for Defined Contribution Plans
Cost of Living Plan Limitations
Sample Special Tax Notice (Roth Monies in the Plan)
Who Is Involved in a Qualified Plan?
Sample Special Tax Notice (Non-Roth Monies in the Plan)
What Is a Top Heavy Plan?
Required Minimum Distributions
Highly Compensated Employees
Fidelity Bond
ADP/ACP Testing
401(k) Plan Form 5500 and Audit
Long Term Part Time Employees
Annual Reporting and Review

External References

Benefits Link

One of the retirement plan industry’s top daily news sources

American Society of Pension Professionals & Actuaries

Practice management and legislative updates from the retirement plan industry

Department of Labor (DOL)

Qualified retirement plans are governed by a set of rules and regulations as defined by the DOL

EFAST2 5500

EFAST2 is an all-electronic filing system designed for the Form 5500 and Form 5500-SF

Internal Revenue Service (IRS)

Qualified retirement plans are governed by a set of rules and regulations as defined by the IRS

PLANSPONSOR®

Research and news for the retirement plan industry

My Plan Administration Account (My PAA)

This is the electronic filing system for the forms required under the PBGC

The ESOP Association

Research, advocacy and news for ESOP companies

CDC: U.S. Life Expectancy Fell in 2021

U.S. life expectancy is now 76.4 years, lowest since 1996