Information Sheets

Compliance Timeline for Calendar Year-end Plans

Knowing what is needed and when can be challenging with a retirement plan.  This timeline can answer many of your most common questions.

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Contribution Deposit Timing

Understanding the required timing of your contributions is very important.  This information sheet helps you understand when contributions need to be uploaded.

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Comparing 401(k)\PS, SIMPLE and SEP plans

There are a number of advantages a 401(k) Profit Sharing plan have over a SIMPLE and SEP plans.  This side-by-side comparison details some of the differences.

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Chart of Select Limits

Get the most out of your plan by understanding the dollar limits.

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Fidelity Bond Requirments

Most plans are generally required to have a Fidelity Bond.  This information sheet provides additional information and helpful links.

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Safe Harbor Contribution Options

Safe Harbor plans are very poplular for the right business.  They provide an amazing benefit to both owners and staff.  The information sheet describes the two methods available to create a Safe Harbor plan.

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5500 DOL Credentials

Retirement plans are required to file Form 5500 annully and electronically.  We make the process simple but you to need to obtain signer credentials first. 

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Solo 401(k) Profit Sharing Plans

Are you a sole propriator?  Solo 401(k) Profit Sharing plans can provide amazing tax-deferred savings.  See if you qualify for this type of plan.

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Lost or Missing Plan Participants

Having former employees that are still in the plan can be taxing.  Here is a document to help explain the steps and options available. 

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Chris H.

You are a Rock Star. Thank you so much for your help.

Chris H.
Participant