Plan Tips, Tools and Calculators
Plan Tips
- Is a Multiple Employer Plan the Right Choice for Your Client? (PDF)
- Annual Self-Audit Tips & Benefits (PDF)
- The Safe Harbor 401(k) (PDF)
Tools
- Terminating a Qualified 401(k) or 401(a) Plan (PDF)
- Mid-Year Changes to Safe Harbor Plans (PDF)
- Qualified Plan Rollover Chart (PDF)
- Sample QDRO Procedure & Checklist (PDF)
- Employee Plans Compliance Resolution System – Overview (PDF)