FAQ

Frequently Asked Questions

We know that you have questions. Listed below are some of the most frequently asked questions, broken up by category:

Overview

Plan Set Up

Deadlines

Funding (minimums and maximums)

Custodians

Investments

Annual Administration

Combining Plans

Insurance (including 412e3 plans)

Plan Termination

Distributions and Rollovers

Form 5558

Plan Takeover

Tax Return Filing

Self-Directed Plans

Loans

Payroll

Required Minimum Distributions (RMDs)

Billing

Top Questions