Resources

Maximum Allowed Benefits

A pension plan that provides for retirement income that is stated as a percentage of one’s annual earned income.

Brochures

401(k) plans are salary deferral plans. Employees may have a maximum amount deducted from salary and deposited to their account.

Forms

A Profit Sharing Plan is an employer sponsored retirement plan in which the contributions are made solely by the employer. 

Important Dates

A pension plan that provides for retirement income that is stated as a percentage of one’s annual earned income.

Newsletters

401(k) plans are salary deferral plans. Employees may have a maximum amount deducted from salary and deposited to their account.

Private Pension Glossary

A Profit Sharing Plan is an employer sponsored retirement plan in which the contributions are made solely by the employer. 

Radio and TV

A pension plan that provides for retirement income that is stated as a percentage of one’s annual earned income.

Published Articles

401(k) plans are salary deferral plans. Employees may have a maximum amount deducted from salary and deposited to their account.

Links & Articles

A Profit Sharing Plan is an employer sponsored retirement plan in which the contributions are made solely by the employer. 

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The Latest Pension News

Summer 2022: Form 5500 Insights

Summer Newsletter Sneak Peek In this edition, we discuss Form 5500 insights, the new IRS pre-examination compliance program announced in June, and upcoming compliance deadlines. Click on the button below to read the entire article...

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Winter: 2022 An Ideal Time to Review Plan Design

Winter Newsletter Sneak Peek In this edition, we discuss important 2022 deadlines, including Cycle 3 restatements, 401(k) plans for long-term part-time employees, and navigating the labyrinth of required minimum distributions.. Click on the button below to read the...

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