1. Fox & Lalonde HOME PAGE
1. Our Mission
2. WBP & PPA Summary
2. CONTACT Fox & Lalonde
3. SERVICES Offered by Fox & Lalonde
1. Retirement Plans
   • A Special Message to Financial Planners (.pdf document)
   • Retirement Plan Services
   • Retirement Plan Overview
   • Annual Plan Limits
   • New Business Kit
     • 401 Proposal & Plan Sponsor Application (.pdf document)
     • 401, 412, 419 Census Form (Excel spreadsheet)
     • 401, 412, 419 Plan Takeover Form (.pdf document)
   • Sample Plans, Proposals & Promotional Ideas
     • Welfare Benefit Plan (WBP) and 2006 Pension Protection Act (PPA) Summary ( .pdf document )
     • Sample: Preliminary Proposal/Custom Combined Plan Work-Up ( .pdf document )
     • Sample Super 401k Combined Plan (Excel Spreadsheet )
     • PPA and WBP Promotional Highlights (.pdf document)
   • FAQ: Cash Balance Pension Plans (web link)
   • Plan Comparison Chart (web link)
   • 401, 412(i) Fee Schedule (.pdf document)
2. Welfare Plans
3. Flex Plans
   • A Special Message to Financial Planners (.pdf document)
   • Flex Forms
   • FAQ
4. HealthCare Annuity Plans
   1. A Special Message to Financial Planners (.pdf document)
   2. Frequently Asked Questions
   3. New Business Kit
      • 401, 412, 419 Census Form (Excel spreadsheet )
      • 401, 412, 419 Plan Takeover Form (.pdf document)
      • 419 & VEBA HCA Fee Schedule (.pdf document)
   4. Sample Plans, Proposals & Promotional Ideas
      • Welfare Benefit Plan (WBP) and 2006 Pension Protection Act (PPA) Summary (.pdf document)
      • Sample: Preliminary Proposal/Custom Combined Plan Work-Up (.pdf document)
      • Sample Super 401k Combined Plan (Excel spreadsheet )
      • PPA and WBP Promotional Highlights(.pdf document)
   5. 419 & VEBA HCA Fee Schedule (.pdf document)
   6. 419(e) HCA PPA Summary (.pdf document)
   7. 419 & VEBA Proposal Request & Plan Sponsor Form (.pdf document)
   8. Disability Income
      • edical Occupational Guide (Excel spreadsheet)
      • Medical Doctors 90 Monthly & Lump Sum (Excel spreadsheet)
      • Medical Doctors 180 Monthly & Lump Sum (Excel spreadsheet)
      • Executive/Dentist 90 Monthly & Lump Sum (Excel spreadsheet)
      • Executive/Dentist 180 Monthly & Lump Sum (Excel spreadsheet)
      • 419 DI Single Sum 12 Month (Excel spreadsheet)
      • Accidental Death & Dismemberment (.pdf document)
5. Resources
   1. US Government
      • IRS Newsletter (web link)
      • 1040 Income Tax Table (.pdf document)
      • Corporate Tax Rates (web link)
      • US Tax Code (web link)
      • State Individual Income Taxes (web link)
   2. Financial Tools
      • Compound Interest Calculator (web link)
      • Annual Plan Limits
      • Market Reports (web link)
      • Table I Rates
   3. News & Info
      • EZ 401k (web link)
      • 401k Help Center (.pdf document)
      • Cash Balance Plan (.pdf document)
      • Sample Super 401k Combined Plan (Excel spreadsheet)
   4. Wealth Preservation
      • WPI VEBA Powerpoint (.pdf document)
      • Wealth Preservation Institute (web link)
   5. FAQ: Cash Balance Pension Plans (web link)

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