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Tools and Resources

Calculators, charts, samples, directories and other resources to help you run and manage your plan or practice.

Year 2015 - 2021 401k Plan Limits

2021 ERISA Plan Compliance Calendar

401k Investment Committee Checklist

401k Plan Committee Meetings: Preparation, Execution and Agenda Suggestions

401k Service Providers and Cyber Security: Questions to Ask

403b vs. 401k: What Are the differences?

403b Plan Annual Checklist

Checklist for Retirement Plan Sponsors in Reviewing Fee Disclosures From Service Providers

Choosing a Retirement Plan for Your Small Business

Conducting an Effective Advisor RFP Process

Creating a Successful Best Interest Contract Practice

Creating an Education Policy Statement

The ERISA Fidelity Bond

Fiduciary Checklist

Frequently Asked Questions About 401k Plans

Helping Plan Sponsors Understand Their Fiduciary Duties - 60-Page Guide

Investment Selection and Monitoring: A Practical Approach to Best Practices

IRS 401k Resource Guide

IRS 401k Fix-It Guide

Locating Lost or Missing Plan Participants

Participant Disclosures - What Employers Need to Know

Paying Employee Benefit Plan Expenses Chart

Practice Management Information

Quarterly Fiduciary Checklist

Retirement Plan Rollover Chart

Retirement Toolkit From the DOL

Sample Glossary of Investment-Related Terms for Disclosures to Retirement Plan Participants

Sample Notice -- Delinquent Service Provider Disclosure

Selecting and Monitoring Pension Consultants: Tips for Plan Fiduciaries

SEPs vs 401k Safe-Harbor: What Are the differences?

The SIMPLE IRA Plan - 2020

SIMPLE IRAs vs 401k Safe Harbor Plans - 2019

When to Hire an ERISA/Employee Benefits Attorney

Why You Need to Consider Retirement Plan Advisor Due Diligence

Our Weekly Free eNewsletter

Glossary Investment and Retirement Related Terms

Retirement Industry Acronyms and Abbreviations

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