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