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

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