• 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
•  

Useful Links…

Delinquent Filer Voluntary Compliance Program (DFVC)  If you have not filed your 5500 and the DOL is on your case, here is what you do.

Benefitslink    This site is a continuous source of reference.  A free site that is easy to navigate.

Department of Labor and the Internal Revenue Service    Do I need to say more…

Fidelity Bond Requirement   Click here to see what the DOL requires

401khelpcenter.com    A great source of information regarding 401K plans (PATA is listed on their list of administrators)