Plan Sponsor (Client)
A Plan Sponsor is a designated party, usually a company or employer, who sets-up and maintains a retirement plan.
Here is some information to help you meet your responsibilities as a plan sponsor.
PPC is here to help whenever you have questions. Please feel free to call or complete an online form to request assistance.
This section contains a link to and IRS Guide to 401(k) Compliance and a Census Request Form
ERISA / Fidelity Bond
Plans covered under ERISA guidelines require a Fidelity Bond. This link will provide you with access to recommended providers for this service.
Every retirement plan follows a defined calendar and there are numerous deadlines to meet to remain compliant. Here is a link to those key dates.
Commonly Used Forms
Forms are required for specific purposes within a Retirement Plan. This link takes you to where you can download some commonly used forms.
Helpful Links & Resources
The following links will take you to websites for details about very specific topics. These links are very helpful for establishing and maintaining your retirement plan.