INDUSTRY LINKS

Internal Revenue Service
www.irs.gov
Department of Labor www.dol.gov/ebsa
Social Security Administration www.ssa.gov
National Institute of
Pension Administrators
www.nipa.org
American Society of Pension Professional & Actuaries www.asppa.org
Western Pension & Benefits Conference
www.westernpension.org

IRS Employee Plan News Link
IRS Retirement News for Employers

Information About Retirement Plans

This section will help you navigate the world of retirement plans from information regarding plan set-up and plan design options to ongoing plan administration.  You can also use our links to resources for further information regarding retirement plans.


 
 
 
 
 

  • Starting Early with a Retirement Plan

This video discusses why its a good idea to start early with a retirement plan. Click on the link to launch the video.
Starting Early With A Retirement Plan Video
 

 

  • Why Employers Should Help Employees Save for Retirement

This article discusses the benefits for employers and employees of starting a retirement plan.
Click on the link to open.
Why Employers Should Help Employees Save for Retirement
 

 

  • Plan Design & Quotes

This section has information on options to consider when setting up a qualified retirement plan.  Please complete the fee quote form and census form if you would like us to prepare an illustration of options available for your plan.

Sunwest Pensions Admin Fee Quote Request Form
Census Form for illustration
Basic Plan Information Checklist
Cross Tested 401(k) Plan
Safe Harbor Contributions
Qualified Automatic Contribution Arrangement

 

  • Ongoing Plan Administration

This section contains information necessary for the continued administration of your plan along with updates of changing retirement plan requirements.

Retirement Plan Limits
ERISA Bonding Requirements
Deposits of Employee Contributions