Current Clients
This page includes resources from our website that are most useful for our current clients.
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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
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Pension Trends Newsletter
Our regular publication covering general information on issues affecting retirement plans
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Common Terms
Common terms and definitions used in retirement plans
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Frequently Asked Questions
Common questions about Retirement Plan Basics, Traditional DB Plans, Cash Balance Plans, Floor Offset Arrangements, OPEBs, and Your Actuarial Valuation Report