Once a plan type has been selected and decisions about the specific provisions have been made, we will prepare a final draft of the plan documentation, and administrative manual containing information and all necessary administrative forms, Summary Plan Descriptions, and the IRS submission package to request a determination letter for reliance on the tax deductibility of contributions.

Installation services also include conducting initial employee enrollment meetings for 401 (k) plans in particular.

If you wold like a fee quote for design, installation and/or administration, please complete the Request for Proposal/Census Form in the RFP menu.