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Helpful Information
The following articles contain information designed to help you better understand the intricacies of plan administration.

Kravitz Reports Have Gone Paperless!

The ASPPA Journal Spring 2008 Supplement: Plan Comparison  Chart

(Provided courtesy of The ASPPA Journal.  Data applicable for the 2008 plan year only.)

Kravitz Plan Administration Timeline
Don't Be Late: Plan Administration Deadlines
Year End Planning Summary without a 401(k) Plan
Year End Planning Summary with a 401(k) Plan
Glossary of Pension Terms
(a helpful guide to retirement plan terminology)
PBGC Reportable Events for Defined Benefit Plans
Audit Requirements for Plans with Less than 100 Participants
Restricted Benefit Payments
Valuation of Plan Assets
401(k) Contribution Deposit Guidelines
Comparison of IRAs, SEPs and SIMPLE 401(k)s – 2005

You will need Adobe Acrobat Reader in order to read some of these, unless otherwise stated. If you do not have Acrobat Reader, you can download it for free by clicking the icon at right.

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