Why Choose Us
Employers
Employees
- Flexibility
- Online Education
Investment Professionals
Resources
Contact Us
ACCOUNT ACCESS
ACCOUNT ACCESS

Newsletters

Winter 2021 – Benefit Insights Newsletter

February 1, 2021 No Comments

Upcoming Compliance Deadlines for Calendar-Year Plans 1st February 2021 IRS Form 1099-R – Deadline to distribute Form 1099-R to participants and beneficiaries who received a distribution …

Read More →

CBC Fall 2020 Newsletter

November 10, 2020 No Comments

COST OF LIVING ADJUSTMENTS FOR 2021 ON OCTOBER 26, 2020, THE IRS ANNOUNCED THE COST OF LIVING ADJUSTMENTS AFFECTING THE DOLLAR LIMITATIONS FOR RETIREMENT PLANS. …

Read More →

CBC Summer 2020 Newsletter

August 3, 2020 No Comments

ELECTRONIC DELIVERY COULD SAVE BILLIONS ON MAY 21, 2020, THE U.S. DEPARTMENT OF LABOR AND THE EMPLOYEE BENEFITS SECURITY ADMINISTRATION (EBSA) ANNOUNCED THE PUBLICATION OF …

Read More →

CBC Spring 2020 Newsletter

April 9, 2020 No Comments

UNDERSTANDING THE CARES ACT ON FRIDAY, MARCH 27, 2020, THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT), A MASSIVE RELIEF BILL FOR …

Read More →

CBC Spring Newsletter 2018

April 20, 2018 No Comments

WHO IS AN EMPLOYEE? MAINTAINING A RETIREMENT PLAN FOR YOUR EMPLOYEES IS NO EASY TASK. At various points during the year, employers and HR departments …

Read More →

About our company

Our commitment to you, our clients and advisor partners, is to provide the service you expect so plan participants can retire with financial security.

Get in touch

1111 Douglas Avenue Altamonte Springs, FL 32714
(800) 393-9900 or (407) 869-9800
PAS@CertifiedDifference.com

Terms Of Use | Privacy Statement

Newsletters

Winter 2021 – Benefit Insights Newsletter

CBC Fall 2020 Newsletter

CBC Summer 2020 Newsletter

CBC Spring 2020 Newsletter

CBC Spring Newsletter 2018

About our company

Follow us

Get in touch