Retirement Resources

Educational

• BenefitsLink – benefitslink.com
• 401khelpcenter – 401khelpcenter.com
• Contribution Limits – legacyrsllc.com
• Year End Checklist – legacyrsllc.com

Government Agencies

• Department of Labor Updates – dol.gov
• Internal Revenue Service – irs.gov
• Pension Benefit Guaranty Corporation – pbgc.gov
• Social Security Administration – ssa.gov
• EFAST Registration – Form 5500 – efast.dol.gov

Calculators

• Lifetime Income Calculator – askebsa.dol.gov
• Retirement Plan Loan Calculator – bankrate.com
• Solo 401k Calculator – bankrate.com
• 401k Savings Calculator – bankrate.com

Professional Organizations

• American Society of Pension Professionals & Actuaries – asppa.org
• National Institute of Pension Administrators – nipa.org
• National Association of Plan Advisors – asppa.org

Other Helpful Links

• Fidelity Bond Option (Colonial Surety) – colonialsurety.com