Plan Sponsor Training
401(k) Contribution Process & Annual Notices
Short videos from Pension Services, Inc. that show plan sponsors how to approve contribution reports and understand required annual notices (QNEC, QMAC, Discretionary Match, LTPT).
How to Review and Approve Your Contribution Report
How to access the portal, review the calculation report, confirm amounts, sign, and upload — including salary deferrals, safe harbor, and profit sharing.
Annual 401(k) and Cash Balance Plan Notices Explained
Required notices, timing, and who must receive them — including QNEC/QMAC corrections, discretionary match notices, and LTPT eligibility.
Related resources
Need help with contributions or notices? Contact our team at info@pensionnetwork.net or call (305) 595-5500.
Watch: How to Review and Approve Your Contribution Report
Watch: Annual 401(k) & Cash Balance Plan Notices Explained