Client Resources
Our Client Resources are most useful to current and prospective clients and their advisors. These include:
Annual Deadlines
Check out which deadlines are approaching
Retirement Plan Limits
A summary of various plan related limits (such as limits on compensation, benefits or contributions) as released by the IRS
Client Forms
Includes several forms such as new plan setup forms, participant information and change forms, and annual data request forms
Government Forms
Links to register for and submit annual Form 5500 and/or PBGC filings
Defined Benefit Plan Administration Duties
Information on the most common administrative tasks for an employer sponsoring a defined benefit plan
Links
Information on the online government filing process, various government agencies, actuarial organizations and more
