Resources

These Resources Are Designed To Help

This is a selection of helpful information to aid you with understanding the ins and outs of retirement plans as well as helping with common forms and questions.

The SECURE Act 2.0 has introduced various tax credits and provisions to make it more appealing and financially viable for small businesses to offer retirement plans.

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Secure Act 2.0 Information

The SECURE Act 2.0 has introduced various tax credits and provisions to make it more appealing and financially viable for small businesses to offer retirement plans. These changes aim to enhance the retirement savings landscape for American workers, particularly those employed by smaller enterprises. Here’s a more detailed look into these provisions:

Use the Button to go to the Pension Plan Specialists Estimate Tax Credit Calculator.

Estimated Tax Credit Calculator

The mission of a Third Party Administrator (TPA) is simple: to act as an “independent set of eyes,” protecting your best interest and ensuring compliance for your retirement plan. Contact us today to learn why we are your best choice.

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PPS – Benefits Insights Newsletters

Pension Plan Specialists offers a series of quarterly newsletters that address some of the ongoing issues and timely topics in the retirement plan industry. This information is helpful to financial advisors and to plan sponsors. The newsletters are PDF files and can be downloaded and/or printed for future reference.

Please feel free to contact us with any questions. These items are a great set of resources but we understand that sometimes you need to talk to someone.

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Plan Sponsor Resources

We want to make sure that you have access to the information that you need as well as answers to questions that you may have. The resources in this section are PDF files that can be downloaded and/or printed for your future reference and use.

We want to be your partner in business. We will work with you to ensure your clients are getting everything they need to make an informed decision. Contact us today for a proposal.

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Education Information and Resources

The information below is helpful to financial advisors and to plan sponsors. Its a little more detailed in nature but still easy to understand. The files are PDF files and can be downloaded and/or printed for future reference.