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Resources: 2024 -

Retire Plan Limits 2025 (pdf)Download
2024 Fall Newsletter - Cost of Living Adjustments for 2025 are here! (pdf)Download
Plan Sponsor Quarterly - Fall Edition 2024 (pdf)Download
2024 Summer Newsletter - Effective Communication with Participants (pdf)Download

Resources: 2023 - 2024

Plan Sponsor Quarterly - Summer Edition 2024 (pdf)Download
2024 Spring Newsletter - Is Automatic Enrollment Required for Your Plan? (pdf)Download
Plan Sponsor Quarterly - Spring Edition 2024 (pdf)Download
2024 Winter Newsletter - Components of Defined Contribution Plan Compliance Testing (pdf)Download
Plan Sponsor Quarterly - Winter Edition 2024 (pdf)Download
2023 Fall Newsletter - Cost of Living Adjustments for 2024 (pdf)Download
Plan Sponsor Quarterly - Fall Edition 2023 (pdf)Download
2023 Summer Newsletter - Bonds: Is your plan covered? (pdf)Download
Plan Sponsor Quarterly - Summer Edition 2023 (pdf)Download
2023 Spring Newsletter - Plan Participants: The More They Know, The Better (pdf)Download
Plan Sponsor Quarterly - Spring Edition 2023 (pdf)Download
Plan Sponsor Quarterly Update - Winder Edition 2023 (pdf)Download
2023 Winter Newsletter - SECURE 2.0 is a GO! (pdf)Download
SECURE 2.0 (pdf)Download
COLA Increases for 2023 (pdf)Download

Resources: 2020 - 2022

Plan Sponsor Quarterly Update - Fall Edition 2022 (pdf)Download
2022 Fall Newsletter - Cost of Living Adjustments for 2023 (pdf)Download
Plan Sponsor Quarterly Update - Summer Edition 2022 (pdf)Download
2022 Summer Newsletter - IRS Correction Program SECURE 2.0 Fiduciary Best Practices (pdf)Download
2022 Spring Newsletter - Timing of Deposits 401(k)/403(b) Deferrals and Loan Repayments (pdf)Download
Plan Sponsor Quarterly Update - Spring Edition 2022 (pdf)Download
401(k) Investments in Cryptocurrencies (pdf)Download
2022 Winter Newsletter - An Ideal Time to Review Plan Design (pdf)Download
2021 Fall Newsletter - Cost of Living Adjustments for 2022 (pdf)Download
NWRPC Plan Comparison Chart (2021) (pdf)Download
2021 Summer Newsletter - Missing Participants: Ready or Not, Here I Come! (pdf)Download
2021 Spring Newsletter - Retirement Planning is a Team Sport (pdf)Download
2021 Winter Newsletter - The MEP/PEP Debate: Are We Better Together? (pdf)Download
2020 Fall Newsletter - Cost of Living Adjustments for 2021 (pdf)Download

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Colonial Surety Company

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