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