Pelion’s state-of-the-art technology enhances our ability to provide the highest level of service and expertise. Pelion’s integrated services support a full complement of retirement plans. Specializing in expert plan design, administration and consulting for qualified employee benefit plans.

Plan Installation

We perform plan installation services for the following types of plans:

  • Profit Sharing Plan
  • Money Purchase Pension Plan
  • 401(k) Profit Sharing Plan
  • New Comparability Allocation Plan*
  • Defined Benefit Pension Plan*
    Note: *IRS qualification submission may be required

All plan installation services include the following:

a.  IRS Qualified Protoype Adoption Agreement
b.  IRS Qualified Protoype Plan and Trust Documents
c.  Summary Plan Description Booklets
d.  Employee Investment Election Forms
e.  Plan Design and Consulting Services

Let's Talk

We would be happy to discuss how Pelion can help you.