Explains who and what a fiduciary is and the responsibilities that accompany the title.
Information is a
Powerful Financial Tool
Analysis of a legal case involving embezzlement from a defined benefit plan.
An examination of fiduciary awareness.
Embracing your fiduciary responsibilities.
Choosing the right fund lineup and fiduciary protection.
What is a Form 5500 and what it means to you and the government.
Has 2020 left you ready for retirement?
Even further explanation and tips about the Form 5500 and what it means to you and the government.
Informative articles written by Priority Pension Services (PPSAFI), sample documents and useful links will help you understand your rights, options and responsibilities while helping to maximize your benefits.
Click on any of the links below to empower yourself.
Resources
A case study examining the financial history of Studebaker and its surprising impact on retirement legislation.
Identifying the fiduciary and their responsibilities.
Articles
A table that explains the government limits for plan contributions and compensation.
Identifying the fiduciary and their responsibilities.
What services should you expect from your TPA and how much should it cost.
The importance of examining your providers before it's too late.
Tips for starting the year right.
Terminating a retirement plan.
An examination of a provider's quick change in fiduciary status.
Benefit Plan Limits
An examination of why paying less may cost you more in the long run.
Priority Pension Services
Helpful Links
Sample Plan Designs
Make sure you're getting your money's worth.
Explains who and what a Third Party Administrator is and their importance to successfully managing a retirement plan.
An explanation of Captive Insurance structure and benefits.
Further explanation and tips about the Form 5500 and what it means to you and the government.