Annual Administration Information

HomeAnnual Information Gathering-Actuarial Services Group

Actuarial Services Group (ASG) Annual Information Gathering
a Pension Planning Consultants, Inc. company

Provided below are some forms commonly used for Retirement Plan Annual Administration.

ASG Year End Data Request Instructions

ASG Information Gathering Questionnaire

Contributions and Other Deposits Template

2023
Benefit Limits

New Requirements for Long-Term
Part-Time Employees