EMPLOYER RESOURCES

As an employer, your company's retirement plan has many moving pieces to it. Here are some common questions, best practices and documents we provide to help employers become better plan sponsors.

how can we help?
securely upload plan documents

Examples of upload documents and reports

  • Plan Adoption Agreement with all plan amendments

  • Latest discrimination testing

  • Valuation for the most recent plan year-end

  • Copy of Form 5500

  • Payroll files

  • Employee census

frequently asked questions

(858) 257 - 3555

tom burns 

san diego

TPA

Third party administrator 

pension

401k

401(k)

retirement plan

retirement planning

form 5500

administration