Reference Materials

• INTAC Retirement Plans Comparison Chart for Small Businesses – 2013 Plan Year
• INTAC Simple IRA vs. Simple 401(k) Retirement Plan Chart – 2012
• INTAC Retirement Plans Comparison Chart for Small Businesses – 2012 Plan Year
• ASPPA 10-Year COLA Summary
• Retirement Plan Rollover Chart
• FAQs Regarding Roth 401(k) Contributions (IRS)
• Roth 401(k) Brochure for Plan Sponsors (Guardian Ins. Co.)
• Roth 401(k) Brochure for Plan Participants (Guardian Ins. Co.)
• Roth 401(k) Plans Conference Call (audio presentation–depending on your Internet connection, make take one to two minutes to download)