Definitions & Tools

Employee Definitions
This section will help you determine various type of employees for compliance purposes.

IRS Limits Chart
Here you will find Federal compensation, contribution, and benefit information.

Business Codes (PDF Format)
This list of principal business activities and their associated codes is designed to classify an enterprise by type of activity in which it is engaged.

ERISA Checklist
Plan administrators and other plan officials can use this checklist as a quick diagnostic tool for assessing a plan's compliance with certain important ERISA (Employee Retirement Income Security Act) rules.