The Resource Center
Click on an organizations name to be taken to their website.
American Savings Education Council - a coalition of private and public sector institutions - undertakes initiatives to raise public awareness about what is needed to ensure long-term personal financial independence.
American Society of Pension Professionals & Actuaries - ASPPA is a national organization of employee benefits professionals. Although ASPPA was founded as an actuarial organization, the growing needs of the pension community led to the expansion of our membership to include pension professionals of all types: consultants, administrators, accountants, attorneys, chartered life underwriters, and more.
Ameriflex Financial Services - AmeriFlex is a privately owned Retirement-Related Financial Consulting Firm based in Santa Barbara, California. Their team of dedicated professionals helps to provide financial security for businesses and individual investors.
Association of Private Pension and Welfare Plans - A public policy organization serving as the preeminent advocate of employer-sponsored benefit programs in Washington, DC.
BenefitsLink - A major authority website for folks who run, design, make policy for, or otherwise worry about employee benefit plans in the United States, sponsored by either private or governmental employers.
Blue Prairie Group - Blue Prairie Group is a leading institutional consulting firm offering expertise in retirement, investment, human resources and executive benefits. Focusing on mid-size organizations, Blue Prairie offers a unique alternative - the expertise of a large national consulting firm combined with the price and accessibility of a local business advisor. Doing business in a clear, open and objective manner, Blue Prairie's consultative approach assures a client's solution is tailor-made.
Benefit Plans Plus, LLC - Enhancing financial wealth, morale, and loyalty for our clients through employee benefit products & services. Let BSW Benefit Plans Plus, L.L.C. be your retirement plan expert... maximizing the design & administration of your retirement program. The BSW Benefit Plans Plus, L.L.C. team exists to provide the highest level of service and expertise in employee benefits...on time, on budget, as ordered.
Capital Cities, LLC - Capital Cities, LLC is a fee-only based investment consulting firm based in Indianapolis, Indiana. Capital Cities has long recognized the need in the middle market to provide institutional caliber services to plan sponsors with plan assets less than $300 million dollars. Capital Cities has joined forces with Callan Associates, Inc., one of the nation's premier investment consulting firms, through our membership in Callan's independent advisor group. Callan has been providing investment consulting services to the institutional market place for over 30 years, Capital Cities has served the institutional marketplace for seven years.
CEBS Home Page - For over 20 years, CEBS (cosponsored with the Wharton School of the University of Pennsylvania) has been the leading and most respected designation in employee benefits.
Center for Fiduciary Studies - The Center for Fiduciary Studies provides classroom, web-based, and custom training on investment fiduciary responsibility. Course work supports the professional designations AIFTM and AIFATM
Center for Retirement Research - The goals of the Center for Retirement Research are to promote research on retirement issues, to transmit new findings to the policy community and the public, to help train new scholars, and to broaden access to valuable data sources.
The Cypress Group, LLC - The Cypress Group has evolved over the years to become one of the premier agencies in the Tidewater, VA area. Founded in 1997 when Craig Dewey, owner, realized the need for a company who specilizes in all types of retirement plans. The Cypress Group is uniquely qualified to service the approximately 750 clients with a wide range of plan types and providers and exemplary service. We assist not only the companies with their 401ks, but help the employees while they are employed and after they retire. Together with our team we are your resource for quality advice and planning to achieve your overall retirement goals.
Department of Labor - The Department of Labor fosters and promotes the welfare of the job seekers, wage earners, and retirees of the United States by improving their working conditions, advancing their opportunities for profitable employment, protecting their retirement and health care benefits, helping employers find workers, strengthening free collective bargaining, and tracking changes in employment, prices, and other national economic measurements. In carrying out this mission, the Department administers a variety of Federal labor laws including those that guarantee workers’ rights to safe and healthful working conditions; a minimum hourly wage and overtime pay; freedom from employment discrimination; unemployment insurance; and other income support.
Double Diamond Financial - Double Diamond Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Employee Benefit Research Institute - EBRI is a private, nonprofit, nonpartisan public policy research organization based in Washington, DC. Founded in 1978, its mission is to contribute to, to encourage, and to enhance the development of sound employee benefit programs and sound public policy through objective research and education.
Employee Benefits Security Administration - EBSA is committed to educating and assisting over 200 million pension, health and other employee benefit plan participants and beneficiaries and more than 3 million plan sponsors and members of the employee benefit community. EBSA (formerly PWBA) promotes voluntary compliance and facilitates self-regulation, working diligently to provide quality assistant to plan participants and beneficiaries.
The ERISA Industry Committee - ERIC is an association of America's largest employers committed to the advancement of voluntary retirement, health care coverage, and other employee benefit plans. ERIC's mission is to promote policies necessary for its members' employee benefit plans to flourish and is the only organization in the nation's capital that represents exclusively the employee benefits interest of America's largest employers.
FindLaw Internet Legal Resources - This comprehensive guide includes links to resources in over 30 practice areas, case law and codes, legal associations, law schools, law reviews.
Foundation for Free Enterprise Development - Select "equity compensation" and you will find comprehensive material on stock ownership plans, non-qualified plans, ESOP's, 401k's and others. Also contains some good business cases and examples.
Form5500help.com - Plan sponsors and practitioners - employee benefit consultants, accountants, attorneys, and other service-providers -- often find the instructions to the Form 5500 to be vague or ambiguous resulting in many hours of frustration while preparing the reports for both pension and welfare benefit plans. Form5500HELP.com offers practical advice to consider when completing the various forms and schedules associated with these filings.
Fringe Benefits Design - Fringe Benefits Design is committed to providing you with innovative employee benefit solutions and administration that will resolve the complex issues specific to the culture of your organization. We provide personalized service combined with objective guidance from our experienced, professional staff. Simply put, our goal is to offer exceptional service and products in a timely, cost-effective system that enables you to meet the needs of your employees while fulfilling your corporate objectives.
Guide To Social Security Reforms - The purpose of this site it to provide news, resources and opinion from all sides of the Social Security reform issue.
Integra Benefits Consulting - Services include, feasibility studies for new and existing retirement plans, assistance in drafting plan documents and amendments, analysis of total employee compensation programs and consultation on fringe benefits - life insurance, medical benefits, disability, cafeteria plans, company cars.
Internal Revenue Service Retirement Plans Community - The IRS website that provides information for the retirement plans community, benefits practitioner, plan participant and plan sponsor.
International Foundation of Employee Benefit Plans - The largest educational association serving the employee benefits field. For more than 40 years, we have provided the most extensive array of programs and services to the benefits industry.
The International Foundation for Retirement Education - InFRE, an independent, non-profit organization, sets the standard for retirement-focused designations (Certified Retirement Counselor, Certified Retirement Administrator) for retirement professionals. These designations ensure that employees are getting assistance from individuals with a certification of competency, skill and experience to help employees plan for their retirement goals.
Investment Company Institute - The Investment Company Institute (ICI) is the national association of the American investment company industry. Founded in 1940, its membership includes 8,414 mutual funds, 489 closed-end funds, and eight sponsors of unit investment trusts. Its mutual fund members represent more than 83 million individual shareholders and manage approximately $7 trillion. The Institute represents its members and their shareholders in matters of legislation, regulation, taxation, public information, economic and policy research, business operations, and statistics. ICI seeks to enhance public understanding of the investment company business, to serve the public interest by encouraging adherence to the highest ethical standards by all segments of the industry, and to promote the interests of fund shareholders.
Know Your Pension - This website is designed to help you understand your pension plan, so you can ensure that your retirement nest egg is safe.
Matthew D. Hutcheson, LLC - A Federal court has said "fiduciary responsibility" is the "highest known to law." Our services help fiduciaries of employer sponsored retirement plans rise to this standard, thereby creating confidence and peace of mind for board members, shareholders, officers, management, participants and beneficiaries alike.
National Defined Contribution Council - The NDCC is composed of senior, seasoned industry practitioners dedicated to improving pension savings for working Americans. The NDCC is made up of members from over 70 companies, representing all aspects of the defined contribution industry. These companies manage approximately 90% of all 401k assets in the United States.
National Institute of Pension Administrators - NIPA is a national association representing the retirement and employee benefit plan administration profession.
Northwest Capital Management - An independent registered investment advisory firm located in Portland, Oregon, Northwest Capital Management, Inc. ("NWCM"), was founded in 1998 to provide fee-based investment consulting, discretionary portfolio management, and wealth management services to corporate and public retirement plans, private clients, foundations, and endowments.
Pension Benefit Guaranty Corporation - The Pension Benefit Guaranty Corporation (PBGC) protects the retirement incomes of about 44 million American workers in more than 35,000 private defined benefit pension plans.
Pension Financial Services - At Pension Financial Services, we believe "interest today creates tomorrow." Our slogan recognizes and salutes the good intentions behind every employer's creation of a retirement plan. A plan serves your company, helping attract and retain employees. It serves your employees, helping them plan for a bright future. Yet it takes a lot of work to deliver and administer plans in ways that meet both your company's business needs and governmental rules and regulations. Pension Financial Services can help.
Pension Research Council - The Pension Research Council sponsors interdisciplinary research on the entire range of private pension and social security programs, as well as related benefit plans in the United States and around the world.
Plante Moran Financial Advisors - Plante Moran Financial Advisors offers decades of experience in investment consultation. We can help successfully design and manage pension and profit sharing plans that will offer your plan participants the resources to help them thrive far into retirement. Our success is due to our objective, independent consultation and our steadfast dedication to serving our clients.
Profit Sharing Council of America - Established in 1947, PSCA is a national, non-profit association of 1,200 companies and their 2 million employees. PSCA represents its members interests to federal policy makers and offers practical, cost-effective assistance with profit-sharing and 401k plan design, administration, investment, compliance and communication.
Roth IRA Website - The purpose of this site is to provide technical and planning information on Roth IRAs to practitioners and consumers.
Securities and Exchange Commission - The primary mission of the U.S. Securities and Exchange Commission (SEC) is to protect investors and maintain the integrity of the securities markets.
Society for Human Resource Management - The Society for Human Resource Management (SHRM) is the leading voice of the human resource profession. SHRM provides education and information services, conferences and seminars, government and media representation, online services and publications to more than 125,000 professional and student members throughout the world. The Society, the world's largest human resource management association, is a founding member of the North American Human Resource Management Association (NAHRMA) and a founding member of the World Federation of Personnel Management Associations (WFPMA).
Society of Professional Benefit Administrators - SPBA is the national association of Third Party Administration (TPA) firms who are contracted to administer employee benefit plans on an ongoing basis. Our members are firms, NOT individuals who are employed within a firm to handle employee benefits & human resources.
U.S. Department of Labor - The Labor Department has authority to investigate complaints of fund mismanagement. If an investigation reveals wrongdoing, the Department can take action to correct the violation, including asking a court to compel plan trustees and others to put money back in the plan.
U.S. Tax Code On-line - This document allows you to access the complete text of the United States Internal Revenue Code, Title 26 of the U.S. Code (26 USC) in a variety of ways. Hyperlink's have been embedded in the Code to permit following cross-references between sections with a simple mouse click. A WAIS-based full-text search engine allows you to quickly locate Code sections by content.
Western Pension & Benefits Conference - Founded in San Francisco in 1954 to address the educational needs of pension and employee benefits professionals, The Western Pension & Benefits Conference today is the premier organization for this dynamic field in the Western United States.
Wharton's Pension Research Council - The Pension Research Council sponsors interdisciplinary research on the entire range of private pension and social security programs, as well as related benefit plans in the United States and around the world.
Women's Institute for a Secure Retirement - WISER is the nation's only non-profit organization wholly devoted to providing women with the crucial skills and information they need to improve their economic circumstances and plan for a financially sound retirement.
WorldatWork - WorldatWork is the world's leading not-for-profit professional association dedicated to knowledge leadership in compensation, benefits and total rewards. Founded in 1955, WorldatWork focuses on disciplines associated with attracting, retaining and motivating employees.
