Learn More - Plan Sponsor Library

Required Plan Restatement for Pension Protection Act (PPA)

Required restatement of qualified plans onto new plan document to conform to federal tax laws and guidance.

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Contribution Processing System (CPS) Fast Facts

OppenheimerFunds' Contribution Processing System (CPS) is an Internet-based system that allows you to submit retirement plan contributions electronically and receive confirmation instantaneously.

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Form 5500 Schedule C Resource Guide

Schedule C of the Form 5500, Annual Return/Report of Employee Benefit Plan requires detailed reporting of fees paid—directly or indirectly—to plan service providers from plan assets or participant accounts.

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Are You Prepared to File Under the New Form 5500 Schedule C Rules?

Special rules apply for reporting compensation on the modified Schedule C of Form 5500, which is the form that must be filed annually with the Department of Labor on behalf of your retirement plan.

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