2018 Spring-AT.ai

Our Education Team is Here for You!

Did you know we conduct group meetings that challenge, encourage, and educate employees about their 401(k) participation? Employees will often contribute more if they understand why it is important, how the plan works, and what the different investment options are.

We have a variety of presentations ranging from Retirement Planning 101 to Understanding your Online Account, and we will accommodate times, and dates, and we can tailor topics to you and your employees. Click here to view our library of presentations or let us customize a presentation just for you!

This is a free service, so use our knowledge and resources to better prepare your employees for retirement.


April • If you are a C-Corporation, your year end employer contribution is due by April 15, if no extension is filed

• If you are a Safe Harbor plan and you intend on filing an extension for your year end contribution, your census package and year-end information request are due by April 30

• If you are a Safe Harbor plan and your employer contributions have been made during the plan year, your census and year-end information request are due by April 30


Employee Benefits Institute of America, Inc. www.ebia.com Employee Benefit Research Institute www.ebri.org American Trust Retirement www.americantrustretirement.com

PLANSPONSOR Magazine www.plansponsor.com BenefitsLink www.benefitslink.com Plan Sponsor Council of America www.psca.org

Internal Revenue Service, Employee Plans www.irs.gov/ep Department of Labor, Employee Benefits Security Administration www.dol.gov/ebsa 401(k) Help Center www.401khelpcenter.com

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