Analysis of a legal case involving embezzlement from a defined benefit plan.
An examination of fiduciary awareness.
A case study examining the financial history of Studebaker and its surprising impact on retirement legislation.
Sample Plan Designs
The importance of examining your providers before it's too late.
Explains who and what a fiduciary is and the responsibilities that accompany the title.
Benefit Plan Limits
Tips for starting the year right.
Even further explanation and tips about the Form 5500 and what it means to you and the government.
Terminating a retirement plan.
An examination of a provider's quick change in fiduciary status.
What is a Form 5500 and what it means to you and the government.
An explanation of Captive Insurance structure and benefits.
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.
A table that explains the government limits for plan contributions and compensation.
Identifying the fiduciary and their responsibilities.
What services should you expect from your TPA and how much should it cost.
Choosing the right fund lineup and fiduciary protection.
Further explanation and tips about the Form 5500 and what it means to you and the government.
Embracing your fiduciary responsibilities.
Explains who and what a Third Party Administrator is and their importance to successfully managing a retirement plan.
An examination of why paying less may cost you more in the long run.