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Welcome to the INTAC Library. Get the latest news, industry information and insight here.

Consultant's Corner

Helpful information from our plan consultant team

Hot Topics

INTAC brings you the current hot topics in the world of qualified plans by reviewing brief and pertinent articles, FAQs and other information.


Insight and direction on retirement plan features.

Just The Facts

No commentary, just good explanations of important retirement plan terms and options.


Our bi-monthly publication of news and articles to help you keep up to date.

Reference Materials

INTAC presents these helpful links to information about the features and benefits of retirement plans. We encourage you to speak with one of our knowledgeable staff members to answer any questions you may have.


INTAC is pleased to provide these videos as a way of introducing our clients to relevant industry topics.


401(k) Plan Checklist

Plan sponsors of 401(k) plans must file their Form 5500 on the last day of the 7th month after plan year-end (July 31st for calendar year plans) or file a Form 5558 for a 2 ½ month extension (until October 15th). There are associated fines and penalties should a return not be filed in a timely manner. Additionally, there are many other measures that should be taken throughout the year to ensure that the plan remains in compliance and qualified with the Internal Revenue Service (IRS). Following the provisions outlined in the plan document, restating the plan document every 5-6 years (depending on the type), passing discrimination testing, and making timely and appropriate contributions that do not exceed plan limits are just a few examples that we as TPA’s provide for our clients. The following checklist link is an IRS guide intended to help plan sponsors avoid making common mistakes that can result in potential penalties or disqualification. 401(k) Plan Checklist

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