To make your plan operational, we’ll prepare all plan documents and IRS forms for your review and for review by your legal counsel and/or tax advisor.

For certain individually designed plans weíll also submit documentation to the Internal Revenue Service for a determination letter of the planís qualified status.

A Summary Plan Description, which is a simplified version of the plan document, and any other necessary informational materials will be prepared for distribution to your employees.

We’ll assist a key person in your organization in answering their questions about the plan.

Other components of your installation include:

-Action/Minutes of the Board of Directors (for corporations)

-Plan and Trust documents

-Adoption Agreement

-IRS Forms, when applicable. 

-Application for Trust Identification Number

-Notice to Employees

-Designation of Beneficiary Form, and

-401(k) Enrollment Forms.

Our Memberships