Retirement Plans

Frequently Asked Questions (FAQs)

The retirement industry comes with its own vocabulary. Sometimes, the different rules and regulations that govern them can be confusing. The FAQs and Executive Summaries linked below were designed to answer the plan sponsors most pressing questions.

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» What is EFTPS, who does it affect, and what do I need to do, if anything?

» What are the limits on benefits and compensation?

» What is a PEO and how do they apply to leased employees?

» What is a 412(i) plan?

» What are Related Employers, Controlled Groups, and Affiliated Service Groups?

» What are some possible administrative issues I may run into while working with Polycomp?

» What is a blackout period and what are the notice procedures?

» What are Roth deferrals and how are they applied?

» What is EFAST2, who does it affect, and what do I need to do, if anything?

EXECUTIVE SUMMARIES

» 401(k) Plan Executive Summary

» Defined Benefit Plan Executive Summary

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Testimonial

"I like talking with a human; my Administrative Consultants could not be more helpful, pleasant and patient as they bring me up to speed and answer my questions."Paul Ingels, ControllerRosenthal & Company LLC