INDUSTRY LINKS

Internal Revenue Service
www.irs.gov
Department of Labor www.dol.gov/ebsa
Social Security Administration www.ssa.gov
National Institute of
Pension Administrators
www.nipa.org
American Society of Pension Professional & Actuaries www.asppa.org
Western Pension & Benefits Conference
www.westernpension.org

IRS Employee Plan News Link
IRS Retirement News for Employers
  • Plan Design and Quotes

 

This section has information on options to consider when setting up a qualified retirement plan. Please complete the fee quote form and census form if you would like us to prepare an illustration of options available for your plan.

 

 

 

For more detailed information Downloadable pdfs, forms & checklists
Safe Harbor Contributions
Cross Tested 401(k) Plan
Qualified Automatic Contribution
Arrangement
Fillable Fee Quote Request Form.doc
Census Form for illustration.xls
Basic Plan Information Checklist.pdf
Cross Tested 401(k) Plan.pdf
Safe Harbor Contributions.pdf
Qualified Automatic Contribution
Arrangement.pdf