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These resources will help both the plan professional and the plan sponsor. There are sample forms, (Internal Revenue Service 5500, PBGC, and most other forms related to pension plans) with instructions on what they are for and how to sign them. We also provide the latest charts, graphs, and tables with the information that will help the pension plan sponsor understand their plans and also the pension plan professional to explain them. We have also provided sample paperwork that is related to the pension plan document and other work involved with participants and owners. There are also links to websites that we believe will be both helpful and vital to anyone involved in the pension plan industry.

 

 

 

 

 

These are some of the most commonly used resources. 

A pension plan is a separate entity from the plan sponsor, and requires a separate EIN (Employee Identification Number) for itself. This button will take you directly to the on-line form on the IRS website. Fill out the simple form online and get your EIN instantly. IRS SS-4 Form (used to obtain an EIN number)             Surety Bond

 

 

 

 

 

 

A pension plan is a separate entity from the plan sponsor, and requires a separate EIN (Employee Identification Number) for itself. This button will take you directly to the on-line form on the IRS website. Fill out the simple form online and get your EIN instantly. Frequently asked questions about enrolled actuaries   A pension plan is a separate entity from the plan sponsor, and requires a separate EIN (Employee Identification Number) for itself. This button will take you directly to the on-line form on the IRS website. Fill out the simple form online and get your EIN instantly. Pension Funding Equity Act of 2004

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