Resources

Our Resource Center gives you easy access to the tools needed to keep your benefit plan running smoothly. Take advantage of this information to do research, answer a question, and use related links. 

 

 

 

 

 


Client Materials 

Internet Settings Required for MyBOLICenter.com and MyDeferral.com
(Internet Explorer Web Browser) 

 

Internet Settings Required for MyBOLICenter.com and MyDeferral.com
(Mozilla Web Browser)

Charon Planning Client Notice - 0907
IRS Notice 2007-78 Delays 409A Document Deadline

 

Charon Planning Client Notice - 1007
IRS Notice 2007-86 and 2007-89 409A Deadlines Extended

These documents require Adobe Acrobat Reader to view, click here to download a copy.