Investments
Retirement Plans

Investment strategies for retirement plans. Federal requirements for 401k, IRA and KEOGH plans. Contribution limits. Tax consequences. Minimum distributions. Social security benefits. Pension Benefit Guaranty Corporation PBGC requirements.

Fiduciary Liability

References related to ERISA Fiduciary Liability Insurance, ERISA Bonding, Employee Benefits Liability Insurance

PBGC Requirements

Pension Benefit Guaranty Corporation (PBGC) resources. Publications, forms, regulations, etc. PBGC guides, checklists and more

Pension Plans

Pension plan information. Retirement plan information. Question and answers on pension, profit-sharing, ESOP and other kinds of tax-qualified retirement plans. Online access to the full text of IRS Publication 560, Retirement Plans for the Self-Employed and IRS Publication 590, Individual Retirement Arrangements (IRAs). Pension plan guides for employers and plan participants. Handbook on private sector plans where a trustee invests the plan's assets.