Instructions for obtaining the EFAST2 Filing Signer Credentials
Ffollow the steps here to obtain your Form 5500 signing credentials. Available as a PDF download, too!
Obtain UserID – Pin
These instructions are for users who have previously registered with the Department of Labor (DOL), but have forgotten User ID/and or PIN
What Highly Compensated and Key Employees Mean to a Retirement Plan: Just the Facts
Highly compensated employees (HCEs) and key employees are terms used to describe employees for the annual compliance testing of a retirement plan. It is necessary to conduct annual nondiscrimination and coverage testing on a plan to show the plan does not favor the...
Year-End Best Practices
Roles & Responsibilities Chart
Retirement Plan Comparison Chart 2021
Choosing the Right Safe Harbor Contribution for Your Firm: What You Need to Know
Many small businesses rely on safe harbor 401(k) plans to stay compliant with the IRS and to allow owners and key employees to maximize their salary deferrals while providing meaningful retirement savings for all participants. Plan sponsors may select a match or nonelective safe harbor contribution to achieve their individualized goals.
Cash Balance Plans, Qualified and NonQualified Retirement Plans
NY State Mandated Retirement Plan
