Chicago's Benefits Plan Specialists

Good News in the Pension Protection Act -Take a look and see some of the new opportunities.

2007 Plan Limits - See the new announced limits.

Download Forms - Need a form.  Download it directly from this page.

Retirement Plan Calculators – Want to know how much you should be saving?  What’s best for you – Roth or traditional - and more…

Retirement Plan Links – Need an IRS form? Want to see a previously filed 5500? Heres’s a collection of links that represent a wealth of information.

What's the difference between a 401(k) and a Profit Sharing Plan? Is a defined benefit plan right for you? Find the answers in our descriptions of the different types of retirement plans.

A national leader in the design and administration of  pension, profit sharing and 401(k) plans.

EXTRA!!! EXTRA!!!

Pension Reform Passes

The Pension Protection Act of 2006 passed Congress on August 3, 2006.

This represents the most comprehensive pension reform legislation in decades (907 pages).  Many of the changes are a clear step in the right direction.  For a look at some of the new opportunities click here. 

For a more in depth analysis of the key provisions of the act click here.

WE'VE MOVED!

But not far. Our suite number is now 1250. Everything else remains the same. Please update your records.