• Small Business Retirement Savings Advisor – This elaws Advisor provides answers to a variety of questions about retirement savings options for small business employers and determines which program is most appropriate for a business.
• www.Choosingaretirementsolution.org - U.S. Department of Labor and AICPA developed this interactive Website on small business retirement options.
• Abandoned Plan Program Search – This search helps participants and others find out whether a plan is in the process of being, or has been, terminated and the name of the Qualified Termination Administrator
• Model Notice of Intent to Terminate Plan – A qualified termination administrator may use this notice to inform a plan sponsor of a proposed § 2578.1(b)(5)
• Model Notice of Plan Abandonment and Intent to Serve as QTA – An entity may use this notice to inform EBSA that it elects to serve as a qualified termination § 2578.1(c)(3)
• Model Notice of Plan Termination – A qualified termination administrator may use this notice to inform participants and beneficiaries § 2578.1(d)(2)(vi)
• Model Final Notice – A qualified termination administrator may use this notice to inform EBSA that the termination process has been completed and that all benefits have been § 2578.1(d)(2)(ix)
• Voluntary Fiduciary Correction Program (VFCP) Online Calculator
• Delinquent Filer Voluntary Compliance Program (DFVCP) Penalty Calculator and Online Payment
• EFAST2 Form 5500 Filing
• Form 5500 Version Selection Tool
• Apprenticeship and Training Plan Notice E-File
• Top Hat Plan Statement E-File
• Health Benefits Advisor interactive Website
• Health Benefits Laws Self Compliance Tools
• COBRA Model General Notice | en español
• COBRA Model Election Notice | en español
• GINA Research Exception Form
• CHIP Model Notice for Employers Regarding Premium Assistance Opportunities MS Word Format | Printer Friendly Version. Also available in Spanish MS Word Format | Printer Friendly Version
• The Form M-1 Online Filing System
• Model Notice of Multiemployer Plan in Critical Status
• Model Chart for Fiduciary Requirements for Disclosure in Participant-Directed Individual Account Plans
• Sample Guide for Service Provider Disclosures under 408(b)(2)
• Fee Disclosure Failure Notice
• Lifetime Income Calculator
• Mental Health Parity Act Model Forms