Retirement Plans Benefits and Savings

If you need to file a Form 5500 or 5500-SF, please visit our EFAST2 Filing website.

  • Pension plans
    • A pension plan is an employee benefit plan established or maintained by an employer or by an employee organization (such as a union), or both, that provides retirement income or defers income until termination of covered employment or beyond. There are a number of types of retirement plans, including the 401(k) plan and the traditional pension plan, known as a defined benefit plan.
  • The Employee Benefits Security Administration
    • ERISA provides protections for participants and beneficiaries in employee benefit plans, such as access to plan information. Also, those individuals who use discretion in managing plans and controlling the plan’s assets must meet certain standards of conduct under the fiduciary responsibilities specified in the law.
  • Pension Benefit Guaranty Corporation
    • The Pension Benefit Guaranty Corporation can answer your questions about defined benefit plans. These traditional plans promise workers a specific monthly benefit at retirement. The PBGC also provides a Pension Search Directory to help reunite people with their missing pensions.
  • Tax Questions