Materials
- CARES Act
- Automatic Enrollment (DOL PDF)
- Important Items Checklist- Existing Plans
- Important Items Checklist- New Plans
- Practical Tips for Plan Administrators (What's Next)
- Upload Census Data (Excel file)
- Upload Census Data: Existing Clients (Excel file)
- Compliance Division
- Limits 2023
- 403(b) Outline
- 401(k) Overview
- Owner Only 401(k) Overview
- DB Overview
- Owner Only DB Overview
- SEP
- SIMPLE
- FB FAQ
Advisor Connect Series
F&B-Advantages-of-an-Unbundled-Platform.pdf
F&B-Answering-the-Why-Us-Question.pdf
F&B-Auto-Enrollment-and-Auto-Escalation.pdf
F&B-Consider-Behavioral-Bias-in-Retirement-Plan-Design-and-Communications.pdf
F&B-Encourage-Greater-Participation-with-a-QACA-Safe-Harbor-Plan.pdf
F&B-Four-Things-to-Know-About-ERISA-Fidelity-Bonds-and-Fiduciary-Liability-Insurance.pdf
F&B-Help-Clients-Find-the-401k-Thats-Right-for-Them.pdf
F&B-Help-Clients-Understand-Why-A-QDIA-Matters.pdf
F&B-Its-All-About-Relationships.pdf
F&B-Its-Not-a-One-Size-Fits-All-World.pdf
F&B-Maximizing-an-Owners-Retirement-Benefit.pdf
F&B-Mergers-and-Acquisitions.pdf
F&B-Of-Course-Your-Clients-Are-Fiduciaries.pdf
F&B-The-Loan-They-Never-Take-May-Make-All-the-Difference.pdf
F&B-To-Roth-or-Not-to-Roth.pdf
F&B-Understanding-Forfeitures.pdf
F&B-When-to-Set-Sail-with-Safe-Harbor.pdf
F&B-Why-Permitted-Disparity-Matters.pdf
F&B-Your-TPA-Partner-Can-Help-You-Win-Business.pdf