As part of our ongoing effort to make managing your retirement plan simpler, we offer the following links that you may find helpful.

Recordkeeping Partners

While we can typically work with any recordkeeper, the following carousel represents those we work with most often.

ADP
American Funds
Ameritas
Ascensus
CUNA
Empower
Fidelity
John Hancock
JULY
FuturePlan, formerly known as Kravitz
Mass Mutual
Nationwide
Newport Group
OneAmerica
Paychex
Prudential
Securian
The Standard
Transamerica
T. Rowe Price
Vanguard
Voya

IRS Form 5500 EFAST System

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Access the DOL EFAST system

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How to use EFAST2

Fidelity Bonds

If your plan requires a Fidelity Bond, you can obtain quotes at the following links.

Colonial Surety Company: Direct

Colonial Surety

401(k) Calculator

Find out how much you need to save to be prepared for retirement.

You’ll also find over 50 other useful financial calculators.

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View the Calculators

IRS Rollover Chart

Many clients ask us what option they have to roll over an existing retirement account to an alternative retirement vehicle.

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View the chart