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Address:

Atlanta Financial Center, 3343 Peachtree Rd #1850,
Atlanta, GA 30326
Our Satellite Office in Buckhead

7421 Douglas Blvd, Suite 251
Douglasville, GA 30135

Phone:

770.450.6090

Fax/Other:

1.877.545.3295

Free Information Downloads

403(b) Plan Compliance Checklist

Plan compliance is a key to managing a successful retirement program for the benefit of your organization and its employees.  Complete this checklist to help determine if your ERISA-covered 403(b) plan is in compliance and where your exposure may lie in the event of an audit. Request a COMPLIMENTARY COPY of our 403(b) Plan Compliance Checklist E-Book by clicking on E-Book cover and in the subject line PLEASE INDICATE THE TITLE IN THE SUBJECT LINE.

 

 

Retirement Plan Evaluation Key Questons for 

Not-for-Profit Plan Sponsors

Retirement plan management can entail overseeing multiple vendors, understanding intricate compliance and testing requirements, selecting investment options for plan participants, and juggling fiduciary responsibilities - all while helping employees maximize their retirment readiness. Taking a few moments to carefully consider the answers to the following questions may help you identify your priorities and develop a strategy to achieve your retirement plan goals. Request a COMPLIMENTARY COPY of our Retirement Plan Evaluation Key Questions for Not-for-Profit Plan Sponsors E-Book by clicking on E-Book cover PLEASE INDICATE THE TITLE IN THE SUBJECT LINE.

Understanding the different types of fiduciaries and what it means to your organization

When we speak of fiduciary we are speaking as per the Investment Advisors Act of 1940 and the amendments made to The Pension Protection Act 2006.

ERISA 3(21) Fiduciaries & ERISA 3(38) Fiduciaries.

Request a COMPLIMENTARY COPY of our Understanding the different types of fiduciaries and what it means to your organization E-Book by clicking on the E-Book cover and PLEASE INDICATE THE TITLE IN THE SUBJECT LINE.