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Plan Tips, Tools and Calculators

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)

Calculators

  • My Retirement Overview Calculator (opens new window)
  • Roth Contributions Comparison Calculator (opens new window)

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