May 2018 ::: FAQ of the Moment

What is the 401(k) contribution limit?

May 2018 ::: FAQ of the Moment

What is Automatic Enrollment?

May 2018 ::: FAQ of the Moment

Are Roth 401(k) contributions allowed?

May 2018 ::: FAQ of the Moment

How does PPA 2006 affect my 401(k) Plan?

May 2018 ::: FAQ of the Moment

What is a Safe Harbor Plan?

May 2018 ::: News

The Department of Labor and the Internal Revenue Service mandates that all eligible employees be notified of their right to participate in your company's retirement plan. They must be given written information about the plan and must complete and sign an enrollment form indicating whether or not they will be participating in the plan.

Remember, Employer Contributions must be made by the due date of your corporate tax returns on extension to be tax deductible.

May 2018 ::: News

The Department of Labor (DOL) is taking a very firm position that employee 401(k) salary deferrals and employee loan repayments must be transferred from the Employer to the Plan’s Investment Trust as soon as administratively feasible. The DOL has said that their definition of "as soon as administratively feasible" is the same day that the Employer makes payment of an employee’s payroll.

 


The forms offered by United Benefit Pensions Inc. require that the latest version of Adobe Acrobat Reader is installed on your workstation. Use the following link to download the free software.

 

Employee Census Data Sheet

COLA 2009 Limits

Tax Saver Credit Document

 
Investment Company Partners

American Funds Recordkeeper Direct Request for Proposal Form

Hartford Director Advantage Proposal Request Form

Nationwide Proposal Request Form

Oppenheimer Record(k)eeper Pro Request for Proposal Form

 

 


 

The forms offered by United Benefit Pensions Inc. require that the latest version of Adobe Acrobat Reader is installed on your workstation. Use the following link to download the free software.


 


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