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Why You Should Sponsor A Qualified Retirement Plan

Created with the best plan design and ERISA expertise, our service can help Plan Sponsors attract, retain, and reward the talent employers rely on every day.

We offer a revolutionary way for you to get more out of your retirement plan. Our experienced team offers innovative plan design that provides employers with:

  • A dynamic recruiting tool

  • A powerful employee benefit

  • Allocations based on business-related
    criteria, e.g., job description, compensation
    level, or service length

  • Greater flexibility

  • Tax-deferred savings

  • Higher contributions to select employees

  • Tax savings through deductible contributions

Challenge our team!  Call today at 800-622-2411 or simply click on the 'Quote' link to provide the necessary data.

Filing Requirements:  Annual filing of Form 5500 may or may not be required.

Who May Not Have To File
You do not have to file Form 5500-EZ (or Form 5500) for a plan year (other than the final plan year) that begins on or after January 1, 2007, if you meet the five conditions above and you have one or more one-participant plans that separately or together had total assets of $250,000 or less at the end of that plan year.

Example for plan years beginning on or after January 1, 2007. If total assets in a plan (or in two or date more plans, separately or together), that otherwise
satisfies the requirements for filing the Form 5500-EZ, exceeded $250,000 at the end of the 2007 plan year, a Form 5500-EZ must be filed for the 2007 plan year.

Final plan year. All one-participant plans should file the Form 5500-EZ for their final plan year indicating that all assets have been distributed. The final plan year is the year in which distribution of all plan assets is completed. Check the “final return” box at the top of Form 5500-EZ if all assets under the plan(s) (including insurance/annuity contracts) have been distributed to the participants and beneficiaries or distributed to another plan.

Source: www.IRS.gov

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Information is provided for review and consideration only. Please consult legal and tax advisors for practical advice pertaining to your business and personal situations.

This page was last reviewed and/or updated on Friday, March 12, 2010 05:14 PM

 
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