Helpful Links



Internal Revenue Service
Social Security Administration
United States Department of Labor
United States Department of Treasury


General Plan Information


IRS Publications

Tax Credits – As a new 401(k) plan, your company may be eligible for a tax credit of up to $500. New plans can receive a credit equal to 50% of their annual administration fees to a maximum of $500 for the first three years of their plan. Remember, a credit is a dollar-for-dollar savings on your tax, not a deduction. Consult your tax advisor or CPA for eligibility requirements and more information.


401(k) Help Center

The purpose of 401k Help Center website is to provide unbiased and non plan specific information on 401(k) plans to plan sponsors, retirement professionals, small businesses and plan participants.


Millennium Trust Company

Through the Economic Growth and Tax Relief Reconciliation Act of 2001, or EGTRRA, the Internal Revenue Code was amended to allow plan sponsors to create Individual Retirement Accounts (IRAs) for former employees with balances less than or equal to $5,000.


Fidelity Bond


Colonial Surety Company

A bond must be obtained to insure the plan against fraudulent acts by plan fiduciaries. A plan fiduciary is any person or entity that handles the plan’s assets including, but not limited to, the administrator, trustee, and employer. The minimum bond required is the greater of $1,000 or 10 percent of the assets at the beginning of the plan year. This amount is required to be reported annually on Form 5500. Contact your property casualty agent or click on this link to apply.


Benefits Information


Benefits Link

The purpose of BenefitsLink website is to provide support and information to people involved with employee benefit plans.


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