Resource Documents

Welcome to Pollard & Associates’ Resource Documents library. Here you will find useful reference documents to provide you with information on qualified retirement plan design, compliance & administration.

ADP Testing Overview

Cash Balance Plan Overview

Cash Balance Plans – What You Need to Know

Current Qualified Retirement Plan Limits

Defined Benefit Plan Overview

Electronic Disclosure Guidelines

ERISA Bond Requirements

Guidelines for 401(k) Contribution Deposit Timing

Roth 401(k) Employee Announcement

Safe Harbor 401(k) Overview

Safe Harbor / Cross-Tested Profit Sharing Overview