Terminating a retirement plan.

Further explanation and tips about the Form 5500 and what it means to you and the government.

Choosing the right fund lineup and fiduciary protection.

What is a Form 5500 and what it means to you and the government.

An explanation of Captive Insurance structure and benefits.

A table that explains the government limits for plan contributions and compensation.

Tips for starting the year right.

Resources

Informative articles written by Priority Pension Services (PPSAFI), sample documents and useful links will help you understand your rights, options and responsibilities while helping to maximize your benefits.
Click on any of the links below to empower yourself.

An examination of fiduciary awareness.

Priority Pension Services

An examination of why paying less may cost you more in the long run.

Explains who and what a Third Party Administrator is and their importance to successfully managing a retirement plan.

Articles

Identifying the fiduciary and their responsibilities.

Explains who and what a fiduciary is and the responsibilities that accompany the title.

Information is a
Powerful Financial Tool

Analysis of a legal case involving embezzlement from a defined benefit plan.

Benefit Plan Limits

A case study examining the financial history of Studebaker and its surprising impact on retirement legislation.

Identifying the fiduciary and their responsibilities.

Even further explanation and tips about the Form 5500 and what it means to you and the government.

An examination of a provider's quick change in fiduciary status.

Make sure you're getting your money's worth.

Sample Plan Designs

Has 2020 left you ready for retirement?

Embracing your fiduciary responsibilities.

Helpful Links

The importance of examining your providers before it's too late.

What services should you expect from your TPA and how much should it cost.