Qualified retirement plans are very complicated in both design and administration. While we always invite you to call us with questions we've found many clients prefer reading and learning about their plans using available resources when it's convenient for them.
To assist you with this, we've attached a number of informational pieces that cover everything from tip sheets for utilizing the websites of investment platforms to the current plan limits to why you need an ERISA bond for your plan. We've also provided links to some helpful websites where you can learn more about qualified plans.
We want our website and especially this section to become a valuable resource for you so we encourage you to provide us with suggestions for additional topics to cover.
Retirement Plan Platform Tips
Rules, Regulations & Information
Websites of Interest
This page provides you with vendor specific information. To access just click on the name of your vendor.
Plan Sponsor Infomation
Plan Sponsor Information
Professional Capital Services
10 Things You're Doing Wrong
401(k) Plan Types Compared
401(k) Plans for Small Businesses
Form 5500 - Obtain Filing Signer Credentials
Form 5500 - Regain Filing Signer Passwords/PIN
In-Plan Roth Conversions
IRS Plan Qualification Requirements
Late Deposits of Employee Withholding
Record Retention Guide
Resolving the Lost Participant Problem
Rollover to Roth IRA
RPC Alert - Terminated Rehires
Safe Harbor Deposit of Deferrals
Savers Tax Credit
Special Tax Notice
Top Ten Things to do if You Fail ADP
Department of Labor, Employee Benefit Security Administration
IRS Retirement Plans Community
401(k) Help Center
ASPPA. The American Society of Pension Professionals and Actuaries
IRS Retirement News for Employers
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