Plan Administration Guide

Your qualified retirement plan, perhaps more than any other vehicle, combines current employer tax savings with retirement security for participants. Congress specifically provided for this favorable treatment in the Internal Revenue Code. However, in order for your plan to obtain and keep its qualified status, the Plan Administrator must perform certain duties. Failure to do so can result in plan disqualification and/or substantial penalties imposed by the Internal Revenue Service (IRS) or the Department of Labor (DOL).

This guide is intended to assist you, as the Plan Administrator, in complying with the rules governing plan administration.

Download the Plan Administration Guide.

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