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401(k) Plan Fees Disclosure Tool - A form that provides employers with a handy way to make cost-effective decisions and compare the investment fees and administrative costs of competing providers of plan services. Now available in MS Word format.
Pension Plans and ERISA - FAQs that describe the provisions of the federal pension law.
Cash Balance Pension Plans Frequently Asked Questions - FAQs that describe basic information about cash balance plans.
QDRO's - An Overview - QDRO's are domestic relations orders that recognize the existence of an alternate payee's right to receive benefits payable to a participant under a pension plan.
Determining Qualified Status and Paying Benefits - Outlines a plan administrator's duties, requirements for qualification for QDRO's.
Drafting QDRO's - Outlines the procedure for dividing pension benefits, defines survivor benefits, and explains the form of payment for QDRO's.
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