Current Clients

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

Pension Trends Newsletter

Our regular publication covering general information on issues affecting retirement plans

Common Terms

Common terms and definitions used in retirement plans

Frequently Asked Questions

Common questions about Retirement Plan Basics, Traditional DB Plans, Cash Balance Plans, Floor Offset Arrangements, OPEBs, and Your Actuarial Valuation Report