Frequently Asked Questions (FAQs)

With over 25 years in the retirement plan industry, we have been asked just about every question regarding the specific "ins and outs" of the plans and services that we offer. Find the answers to your specific questions by browsing our FAQs.

Beneficiary Designation

Coverdell Educational Savings

Form 1099

Form 5498

Health Savings Accounts

Individual 401(k)

IRAs (Traditional, Roth, SEP, SIMPLE)

IRA Rollover

Personal Trust

Profit Sharing & Money Purchase Pension

Required Minimum Distributions