News & Information

2017 Plan Limits Released
The IRS has released 2016 Plan Limits.

401(k) Deferrals - $18,000
401(k) Catchup -  $6,000
Annual Additions - $54,0000

Click here for a full description of all 2017 limits.

Important Dates for 12/31 Plans

March 15 - Deadline for refunding excess deferrals and match without excise tax

April 15 - 402(g) refunds to avoid 100% penalty

April 30 - Restated document signatures

August 1 - 5500 form filing

August 15 - Minimum defined benefit funding

October 17 - Form 5500 Filing Deadline with extension

Additional Information

Plan Administration Responsibilities

Our Role in ERISA SEction 3(16)

Client Service Commitment

Credentials and Professional Involvement


Highly qualified and experienced consultants - We are well respected for providing guidance and consulting to our clients regarding applications of ERISA law and regulations to specific situations.

Credentialed and experienced (over 25 year average) account executives - Our Account Executives are directly responsible to our clients and handle issues such as complex plan design and mergers/acquisitions in addition to meeting with clients and responding to a wide range of questions. We place communication skills on an equal par with technical knowledge.

Personal signed commitment - We sign a statement of our commitment to excellence in client service and accountability.

Client survey results - Over the years we have received very favorable responses to independent surveys which rate the quality of client service.

Quality control - Our review procedures give assurance of accuracy of reporting.

Team performance - We recognize the importance of operating as a team with the employer, financial advisor, investment provider / record keeper, auditor, company CPA, and attorney.

Technology strength - We have up to date computer equipment and systems, well organized and uniform structure of data bases, and daily off site back up.