Third Party Administration - 401(k) Profit Sharing Plans
Safe Associates, Inc. is a third-party administrator specializing in areas such as design and installation; compliance review; record keeping; participant statements; nondiscrimination testing; computation of benefits; IRS/DOL corrective action; Form 5500 preparation.
DOL calculator - used to calculate lost earnings due to late remittances of 401(k) contributions.
Fixing Common Plan Mistakes
IRS corrective guidance
401(k) deferrals when compensation exceeds annual limits
IRS rules for employee deferrals and matching contributions when compensation exceeds IRC Section 401(a)(17) limits
Department of Labor - FAQ's
Frequently asked questions.
DOL - Getting it right!
Know your Fiduciary responsibilities. This link will allow you insight into what the Department of Labor expects from Plan Sponsors.
IRS Fix-It Guide
Common mistakes found in tax exempt plans and the recommended action to bring your plan back into compliance.
DOL Voluntary Correction Program
The Department of Labor provides an
opportunity to pay reduced civil penalties for voluntarily complying with the annual reporting requirements.
Form 5500 instructions
IRS instructions for Form 5500.