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Summit Retirement Plan Services Inc.

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As always, thank you very much for going the extra mile!

Glen Archinal, EA, MSPA
Pension Actuary
Summit Retirement Plan Services Inc.

EJReynolds, Inc

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"Thanks for the wonderfully detailed answer! You guys are the greatest!"

Eva J. Reynolds

CEO, EJReynolds, Inc.

American Pension Corporation

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American Pension Corporation

Thank you for your answers to the "401(k) to SIMPLE 401(k)" questions. Excellent. You all are like having a "security blanket." I write you to get rid of my "what ifs." You make it easier for me to sleep at night. As always, I appreciate your precise, professional, responses. Enjoy the New Year's Celebrations - I now can.
 

Administrator Companies

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Administrator Companies

That was the perfect answer. Thank you so much. That totally explains everything.

You do not realize how much you and your company mean to us with these Pension questions. We greatly appreciate you. You are the best.

Millennium Pension Services, Inc.

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Millennium Pension Services, Inc.

"I truly would like to thank you for my unreasonable request early this morning and for responding within a flash! You provided me with the answers I needed.

Every one of you is always there to assist us... you guys are the best.....thanks again for making my pension world so much easier... "

The Newport Group

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The Newport Group

"Thank you. You provided a prompt and thorough reply, as always!"

Domestic Relations Order

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What are the duties of a plan administrator upon receipt of a domestic relations order by the plan?

Otherwise Excludable and Terminees

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Can you separately test terminated employees who are eligible to defer into a 401(k) plan, if they have less than 500 hours, under the otherwise excludable rule in 410(b)?

Household and Business Employees 401(k)

Category:

What are the laws concerning household employees and business employees in the same 401(k) plan?

A household cannot be a member of a controlled group subject to 414(b) or 414(c), since it is not a trade or business.

ERISA Deadlines

Category:

What are the deposit deadlines for ERISA and non-ERISA 403(b) plans?

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FAQ - Quote Module

MEP with 7 companies participating. 3 control groups exist within the 7 companies and one ...

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Testimonials

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