Plan Administration

Plan Administration Guide
This is a comprehensive look at your plan, including an overview of your responsibilities as the Plan Sponsor, a brief overview of yearly plan operation and how to communicate important issues with your employees.

Definitions & Tools
Here you will find a list of business codes, IRS Limit charts and a guide to determining types of employees for compliance purposes.

Distributions
This section informs you of proper procedures for executing benefit distributions, how to deposit withheld income taxes and how to locate missing participants.

Forms
You are able to view and download any forms you will need for your plan.