Plan Design & Implementation

Selecting, customizing and implementing a plan can be a complex process. Our professional staff will guide you through each step of the process including: 

• Review the employer's controlled group and/or affiliated service group situation.

• Design a plan tailored to meet the needs of the owners, employees and the business itself.

• If we are taking over a plan already in existence, we will review the existing plan provisions and recommend changes to fully meet the employer's goals and objectives.

• Prepare plan documents as required by the IRS.

• Prepare the request for an IRS determination letter, if applicable.

• Prepare the Summary Plan Description that is required to be  distributed to plan participants.

• Prepare customized enrollment and administrative materials.

• Conduct employee meetings to communicate the provisions of the plan.