Internal Revenue Service
Department of Labor
Social Security Administration
National Institute of
Pension Administrators
American Society of Pension Professional & Actuaries
Western Pension & Benefits Conference

IRS Employee Plan News Link
IRS Retirement News for Employers
  • Plan Design and 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.




For more detailed information Downloadable pdfs, forms & checklists
Safe Harbor Contributions
Cross Tested 401(k) Plan
Qualified Automatic Contribution
Fillable Fee Quote Request Form.doc
Census Form for illustration.xls
Basic Plan Information Checklist.pdf
Cross Tested 401(k) Plan.pdf
Safe Harbor Contributions.pdf
Qualified Automatic Contribution