Info Sheets
Key Information on Retirement Topics.
File Type: PDF
2025 Key Dates & Deadlines
Important Dates and Deadlines specific to 2025 for our Partners.
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File Type: PDF
2025 Retirement Plan Limits
Cost of Living Adjustments (COLA) limits set by the IRS for 2025.
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File Type: PDF
2025 Quick Reference Guide
A Quick Glance at "Need to Know" Information for your Plan.
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File type: PDF
Cash Balance Plan vs. Non-Qualified Retirement Plan
Understand the Key Differences between these two plan options.
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File Type: PDF
Enhanced Catch-Up Contributions (Ages 60-63)
Learn about the new for 2025 Enhanced Contributions provision for employees nearing retirement.
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File Type: PDF
PlanSponsorLink (PSL) User Guide
Key Information for Using the PSL, including info for First Time users.
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File Type: PDF
SECURE 2.0
The TPA Experts interprets SECURE 2.0 legislation and what it means to your plan.
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