As part of our ongoing effort to make managing your retirement plan simpler, we offer the following links that you may find helpful.
While we can typically work with any recordkeeper, the following carousel represents those we work with most often.
IRS Form 5500 EFAST System
Access the DOL EFAST system
How to use EFAST2
If your plan requires a Fidelity Bond, you can obtain quotes at the following links.
Find out how much you need to save to be prepared for retirement.
You’ll also find over 50 other useful financial calculators.
View the Calculators
IRS Rollover Chart
Many clients ask us what option they have to roll over an existing retirement account to an alternative retirement vehicle.
View the chart