Download Form 5500 if you know the plan name or EIN.
Let us help design and administer a Retirement Program that meets your needs.
After a participant leaves employment, a plan administrator must continue to provide them with plan notices.
These proposed regulations answer many of the questions that we have had concerning mandatory automatic enrollment that took effect January 1, 2025.
Sherry F. recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).
Teresa B. recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).