Information and Notices

• Preliminary ADP Non-Discrimination Testing
• Form 5558 (Extension Request for Form 5500) Procedures Change
• ERISA Bond Requirements and Qualifying Plan Assets (Click here for Word document)
• Why Restate the Plan in Depth (Click here for Word document)
• Included in Required Restatement Package (Click here for Word document)
• Automatic Enrollment Default Investment Notice (Click here for Word document)
• Benefit Restrictions for Underfunded Defined Benefit Plans
• ERISA 101(j) Notice to Participants, Beneficiaries and Alternate Payees of the Retirement Plan
• Retirement Age: IRS Issues New Rules