The Pension Specialists, Ltd. Retirement Plan Tax Consulting & Compliance Solutions

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  • Documents and Forms

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    Investment Professional Downloadable Forms

    Investments

    PDF files of forms are available for you to download, just click the links on the right side of the page

    Retirement Plan Contribution Demonstrations

    Defined Contribution Comparisons 2013

    Defined Benefit Maximum Contributions by age, 2015

    Enrollment/Change

    Proposal Request Package (Package Includes Items a-g)

    a. Service Pricing Philosphies

    b. Business Data/General Information Form

    c. Business Data/Plan Information Form

    d. Qualified Plan Takeover Checklist Form

    e. Other Business or Affiliated Group Form

    f. Personal Retirement Plan Objectives Questionire

    g. Employee Census Information Form

    Annual Limitations

    2023 annual Limits and Annual Cost of Living Adjustments

    2023 annual Limits and Annual Cost of Living Adjustments (simplified)

    Notices

    GUST Retirement Plan Document Restatement

    GUST Special Notice

    TPS Management Info.

    Employee Bio

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    10501 N. 2nd st | Machesney Park, IL, 61115 | (815) 394-5500

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