Plan Design
Pension Resources offers a wide range of prototype standardized and non-standardized retirement plan documents. We also custom design retirement plan documents to suit the special needs of select employers.
Plan Design
- Contribution and Plan Comparison Illustrations
- Guide Employer to Choosing Appropriate Features
- Plan Specifications
- IRS Plan Submission (if required)
Plan Documents
- IRS Approved Plan Document
- Adoption Agreement
- Summary Plan Description
- Notices
- Updates Recommended (if necessary)
- Administrative Forms
Plan Takeover
- Traditional 401(k)
- Roth 401(k)
- Safe Harbor 401(k)
- Deferred Compensation
- Employer Stock Ownership (ESOP)
- Management Incentive Plans
- 403(b)
Other Services
Plan Types
Pension Resources offers a wide range of prototype standardized and non-standardized retirement plan documents.
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Administration
Pension Resources offers complete plan administration services. You choose the payroll provider, financial advisor & investment platform.
Consulting
Pension Resources provides complete plan consulting services, full support and tools for your plans consulting needs.
Plan Audits
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