OUR SERVICES

Installation and Operation of the Plan

We then design and draft all plan documents and participant disclosures for your review and signature.

For certain individually designed plans we will also submit documentation to the Internal Revenue Service for a determination letter of the plan’s 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

  • Employee notices, including the Summary Plan Description

  • IRS Forms, when applicable

  • Application for Trust Identification Number

  • Beneficiary Designation Forms

  • 401(k) Enrollment & Election Forms