Pension Administration and Trust Accounting
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Home
About PATA
Bio
What is a TPA?
Partner with PATA
Reasons to Have a Qualified Plan
Fiduciary Responsibility
ERISA Bonding
404c
Types of Plans
Traditional 401K Plan
Solo 401K Plan
Safe Harbor 401K Plan
Profit Sharing Plan
Defined Benefit Plan
Solo vs. Sep
Contribution Deadlines
Fees / Online Payments
Documents and Amendments
Pension Limits
Plan Distributions
Distribution
Rollover Rules
RMD
Automatic Rollover
Pension Loans
Links
Newsletter (Provided by IRS)
Contact PATA
2 Central St
Ipswich, MA 01938
978.356.9004
(f) 978.418.9178
© October 2011
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PATA, 10/31/2011