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The Learning Center

The purpose of this page is to give you detailed information about various pension options. We want our clients to know exactly how our plans benefit them. Feel free to look around at the various plans. If you are unsure of the meaning of some of the terms we have built a glossary to better help you understand the technical jargon in our industry.

New Retirement Plan Limits

What is a . . .

» 401(k)

» Safe Harbor 401(k)

» Profit Sharing

» Money Purchase

» Defined Benefit

» 403(b) or TSA

» Simplified Employee Pensions (SEP)

» ESOP and Stock Bonus

» Cafeteria-Section 125

If you do not have Microsoft Word - you can download a Free word viewer here


Things to look at:

» Company Newsletters

» Glossary of Terms   (in Microsoft Word format)

» Commonly used Actuarial Terminology
(Relating to Defined Benefit Plans) (in Microsoft Word format)

» S
mall Business Tax Credit Information   (in Microsoft Word format)

» Sample Census Download (Microsoft Excel only)

 
     
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