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Participant Distributions
As Plan Administrator, you will handle participant distributions for a number of different reasons: You will first need to determine if the participant meets the requirements for a distribution under … Continued
Plan Compliance Testing
Testing is done each year to monitor whether the plan is in compliance with certain IRS and DOL requirements (check the “Calendar” under Forms, Tools and Resources for the testing … Continued
Compliance Checklist
Compliance checklist for your retirement plan To assist you in maintaining your plan’s compliance, the ABA Retirement Funds Program (“Program”) has prepared this checklist as a tool for your self-audit … Continued
Submitting Contributions and Loan Repayments
How to submit contributions and loan repayments The Program offers two methods for submitting contributions and loan repayments: Payroll/Administration — an online service to report your data with the Automated … Continued
Participant Frequently Asked Questions
THE REAL ROI OF FINANCIAL ADVICE AND GUIDANCE
Employers have long recognized that critical benefits such as health care and retirement savings are essential to attracting and retaining great employees. But whether employees are leveraging benefits to improve … Continued
Retirement Planning for Lawyers
Here’s a big word for you from the world of behavioral finance – hyperbolic discounting. Hyperbolic discounting is a time-inconsistent model of discounting. Ok, that didn’t help much. Think of … Continued
In-Service Withdrawals
This section contains information on how to process participant in-service withdrawals. As Plan Administrator, you may handle the following types of participant withdrawal requests: You will first need to determine … Continued
Retirement Plan Forms and Documents
All ABA Retirement Funds Program (“Program”) forms can be printed or downloaded from this page. Please note any required supplemental notices have been attached to the appropriate PDF files for … Continued
Self-Directed Brokerage Option for ABA Retirement Funds
Participants may directly invest their retirement plan assets in publicly traded securities and mutual funds through Schwab’s Personal Choice Retirement Account® (“PCRA”). With the PCRA, participants can create investment portfolios … Continued