Client Resources

Reference Files

These are three reference files that provide some general information that plan sponsors and advisors should be aware of to remain compliant. Please call us if you have any questions on this information.

In order to download these files, you will need Adobe Acrobat Reader. If you do not have Adobe Acrobat Reader, you may obtain a free copy by clicking here.

• Required Minimum Distributions
• USERRA Fact Sheet
• Annual Limits, Definitions, and Guidance

SECURE 2.0: Long Term Part-Time Employees and More

The SECURE Acts have added many new rules to pension plan administration. Here we will collect our direct communications regarding plan changes due to these rules. While information is as correct and thorough as possible when produced, because these rules are still being created as they are being required to be implemented, later communications might contradict earlier items. Also, see the Newsletters section of our website for more information.

In order to download these files, you will need Adobe Acrobat Reader. If you do not have Adobe Acrobat Reader, you may obtain a free copy by clicking here.

• July 31, 2023 Update (including Long Term, Part-Time Employees)
• September 5, 2023 Update regarding Roth catchup delay

Special Action Items

New regulations will sometimes require optional changes to your plan. When that happens, we will send you an explanation of your options and also post it here for reference. These are one-time forms, only required at the time of the change in regulations. Please call us if you have any questions on this information.

In order to download these files, you will need Adobe Acrobat Reader. If you do not have Adobe Acrobat Reader, you may obtain a free copy by clicking here.

• 2020 CARES Act – Plan Options
• CARES Act Loan Reamortizations – Review Needed
• CARES Act Expanded Definitions (July 2020)

Notes from CPC

• Our Survey Results