Feb 1, 20181 minCompliance and Administrative Deadlines to RememberIf you’re like us, your world revolves around deadlines. We decided to make it easier on ourselves (and you) by adding them all in this...
Jul 1, 20163 minBeach Ready 401(k) PlanSummer is here! Most of us have spent our time since New Year ’s keeping resolutions to finally get ourselves “beach ready.” Now the kids...
Dec 30, 20142 minCensus Data Collection for Qualified PlansEvery year around this time, Third Party Administrators collect census data from their clients. The plan sponsor prepares the census for...
Oct 6, 20141 minA Guide to Form 5500What is Form 5500? The Form 5500 is a mandatory informational tax return that is to be filed annually by the plan sponsor. The completed...
Apr 29, 20141 minTutorial- How to Electronically Sign Form 5500Each year plan sponsors are required to sign Form 5500. This tutorial video instructs you on how to electronically sign your Form 5500.
Apr 29, 20141 minTutorial- How to Retrieve DOL Login CredentialsThis video instructs you on how to retrieve your DOL credentials. Your DOL Username and Pin are required to sign your form 5500.
Apr 29, 20141 minTutorial- How to Set Up DOL Credentials for First Time UsersEach year, plan sponsors are required to sign Form 5500. In order to sign Form 5500, plan sponsors must first obtain Department of Labor...