Welcome to our new client portal page. On this page are your customized documents. Some documents, such as the Summary Plan Description will remain available and be updated whenever your plan's legal document is amended. Other documents, such as the Census Request Form, will only be here as needed. We will notify you by email when a document needs to be downloaded and completed to maintain your plan's tax qualification. You will then be able to upload your completed forms to us in a secure fashion. As we continue to improve our service to you, please let us know if there are other documents you would like to be made available. Please make sure you log in at the right to view your Client Portal and if you need your username and password please contact us.
May 31, 2012 Form 2012 only, based on guidance available, the date the initial participant disclosure statement required under the new participant disclosure rules is due in participant-directed plans. The deadline for non-calendar-year plans is the later of May 31,...
June 30, 2012 Deadline for processing corrective distributions for failed ADP/ACP test from a plan with an eligible automatic contribution arrangement (EACA) without incurring the 10% excise tax. For non-calendar-year plans, the deadline is six months following the end...
July 31, 2012 Due date for filing Form 5500 (without extension). For non-calendar-year plans, the deadline is the last day of the seventh month following the end of the plan year.
Welcome Clients
