Please contact Pension Plan Consultants LLC at your convenience for an initial consultation. We’ll work with you one on one to determine a road map to success. We look forward to working with you soon.
Call Today: 570-445-3777 or 484-636-3421 or email your questions and/or concerns to Jim @PPC-TPA.comCalculators
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Library
- 5500-SF Form (2022) Instructions
- ADP/ACP Testing
- Banking ACH "How To"
- Beneficiary Form Terminology
- Compliance and Due Diligence Checklist
- Controlled Group / Affiliated Employer
- Fiduciary 3(38)
- Forfeitures
- HCE / NHCE
- Key Employee
- Leased Employees
- Max Limits and Deferral Tests - 415(c)
- Minimum Coverage Test
- Plan Valuation - SAMPLE
- RMD (Required Minimum Distribution)
- Safe Harbor Cheat Sheet
- 404(c) Compliance Checklist
- Top Heavy Test
- Fee Disclosure Worksheet
- Rollover Chart