PLAN SPONSOR RESOURCES

We are committed to providing you with valuable educational materials that may help you manage your fiduciary responsibility and to help guide your employees toward their financial goals.

  PLAN SPONSOR DOWNLOADS 

2019 Compliance Calendar
2019 Contribution Limits
Annual Plan Review Questionnaire

The amount that your employees can contribute to their retirement plan varies each year. 

To help you see side-by-side which plan limits have updated, download our complimentary 2018 Contribution Limits brochure.

A qualified plan must meet various requirements throughout the year in order to retain the qualified status.

 

To help you stay ahead of the curve with important deadlines and filings, please download our complementary 2018 Compliance Calendar. 

Your annual retirement plan review has many different layers to it and presents the opportunity to evaluate the overall health of your plan.

Download our free checklist to review key questions for fiduciary compliance, plan design, retirement readiness, fiduciary oversight, service provider due diligence, and investment due diligence.

   CONTACT US   

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Pauahi Tower, Suite 880

Honolulu, Hawai`i 96813

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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, HI, IL, NV, OR, & WA.