The information contained on this web page is intended to assist you, the Plan Administrator, in complying with the rules governing plan administration.  It is only a guide.  It is intended to help you maintain proper records and perform other duties that will enable us to complete and file the various forms and tests referred to in this guide.  It will also enable us to assist you effectively in the event of an IRS or DOL audit of the Plan. 

Whether you have an employee that needs a loan or a former employee that is requesting a distribution, this Guide should help you determine what steps you should take.  Please take a few minutes to browse around this Guide so you will know where to look when you need an answer.  The Retirement Plan Overview tab on the left provides a general explanation of some of the rules and regulations of both the IRS and the DOL.