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

Resources

External References

401(k) Help Center

Collected wisdom, market news and research insight on all things 401K related

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