The quality of the information we provide to plan sponsors and participants is of great importance to us, and our focus is not just on providing a wide range of resources from which to choose, but also on ensuring the integrity of the information we distribute.
Roth 401(k) Analyzer
Learn more about Roth 401(k) plans, use a real-time calculator to determine how a Roth 401(k) may benefit you, and try out the gap analyzer.
Frequently Asked Questions
Some provisions differ from plan to plan, however, this section can give you a general overview of frequently asked participant questions.
Fidelity Bond Requirements
Outlines the requirement that plan fiduciaries be bonded against wrongful or dishonest acts that could cause plan participants to lose benefits. Includes a helpful worksheet.
PWBA A Look at 401(k) Plan Fees
A publication prepared by the Department of Labor giving advice to participants regarding operation of their 401(k) plans.
Pension Plan Limits
Each year the IRS sets limitations on the level of benefits, contributions and a number of other matters relating to qualified plans.
Study of Plan Fees and Expenses
This is a copy of the comprehensive study released by the Department of Labor in 1998 giving information on plan selection, features, benefits and employee coverage.
401(k) Plan Non-Discrimination Testing
Provides a better understanding of the rules governing Non-Discrimination testing required annually under 401(k) plans.
Filing Timetable for Plan Information
Provides information about the due dates for filings that are required periodically to plan participants, beneficiaries and various government entities. Make sure your plan is in compliance.
Limiting Employer Fiduciary Liability
With the emergence of plans offering participants the requirement to select how their accounts are invested, find out what the requirements are for employers and fiduciaries to limit their personal and collective liability.
Links/Partners
Check out these useful sites.
