Resources

Helpful links

The government and industry resources we point clients to most often.

Filings and searches

Look up any filed Form 5500 by plan name, sponsor name or EIN.

Reduced penalties for late Form 5500 filings.

Form SS-4 and the online application.

IRS guidance

The main hub for plan sponsor and participant guidance.

Annual limits across every plan type, going back years.

The common operational mistakes and how each one is corrected.

EPCRS, the framework for correcting plan failures.

Department of Labor

Fiduciary responsibility, reporting and disclosure.

What plan auditors increasingly ask sponsors and service providers about.

The plain language primer worth handing to a new trustee.

Industry

NIPA. Our founder serves on the San Diego board.

Advocacy and continuing education across the retirement industry.

These links point to third party websites. Premier Plan Consultants does not control their content and is not responsible for it.

A dedicated team focused on you and your employees.

Tell us your goals and we will design the plan that gets you there. Call (858) 257-3555.