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.