Benefits Administration
Pensions
Pension Plans

Advocate of employer-sponsored benefit programs in Washington, DC.

Explanation of traditional defined benefit pension plans insured by PBGC

Pros and cons of these pension plans

Pension documents from the US DOL

ERISA Filing Acceptance System - EFAST

Download Financial Form 5500 series and schedules

Supersede interim final rules issued by the department on Oct. 21, 2002

Includes pension benefit fundamentals

Sample plan provisions for qualified plans, IRAs, SEPs and SIMPLEs

Illustrates the essential elements of a profit-sharing plan

Plan that illustrates the essential elements of a SEP

Private sector plans where a trustee invests the plan's assets

Provides tools (IRS series 5500 forms) & practical applications (checklists, tips)

Pension Plans, Cash Balance Pension Plans and Other Hybrid Retirement Plans

Published IRS guidance

Database of workers who have earned a pension benefit but may not know it

Answers to common questions about railroad retirement

Technical and planning information on Roth IRAs to practitioners and consumers.

Provides answers to a variety of questions about retirement savings options for small business

A savings program comparison chart - IRAs, 401(k), profit sharing, defined benefit, money purchase plan

Information on IRA and 401(k) plans

Explanation of traditional defined benefit pension plans insured by PBGC