We Want you To Be Confident That you have all of the information you need to manage your Plan

The resources on this page are designed to help you keep on top of the requirements for your plan.

Important Resources For Plan Sponsors

Important documents and information for plan sponsors.

Including:

  • Downloadable PDF Documents

Annual Plan Contribution Limits

IRS annual cost-of-living adjustments for qualified retirement plans and IRAs.

Compliance And Reporting Calendar

Each year, there is a list of important dates and deadlines for actions that must be taken by all types of retirement plans. We have compiled a calendar that lists the important dates plan sponsors need to be aware of.

Recordkeeping Partners

Benefit Plans Plus works with a number of retirement plan and mutual fund vendors.

Required Fee Disclosures

Benefit Plans Plus works with a number of retirement plan and mutual fund vendors.

Industry & Government Links

This list of Retirement Industry and Government links will help you find the critical information that you need.

Benefit Plans Plus Brochure

Download our corporate brochure for more information about BPP.