Custom Plan Design Solutions
Custom Plan Design Solutions We offer a wide range of prototype standardized and non-standardized retirement plan documents. Our team works with you to design a plan that fits your specific requirements and objectives.
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
Tailored Retirement Plans for Every Need Explore a wide range of prototype standardized and non-standardized retirement plan documents designed to meet the unique needs of your business. From 401(k) to profit-sharing plans, we have the right solution for you.
PlanBridge IRA
Pension Resources offers complete plan administration services. You choose the payroll provider, financial advisor & investment platform.
Consulting
Expert Plan Consulting Services Receive full support and tools for all your plan consulting needs. Our experienced consultants provide guidance on plan design, compliance, and governance to help you achieve your retirement goals.
Plan Audits
Thorough and Accurate Plan Audits Ensure your retirement plan is compliant with all regulations through our meticulous audit services. We identify potential issues and provide solutions to keep your plan on track.