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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
  • Other Information: Definitions of actuarial terms and acronyms, and in-plan Roth conversions
  • Links: Information on the online government filing process, various government agencies, actuarial organizations and more