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.
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.
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.
Notes from CPC
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