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.
- Profit Sharing
- Comparability
- Cross-Tested Profit Sharing
- Defined Benefit
- Cash Balance
- Split Funded Defined Benefit
- 457
- Traditional 401(k)
- Roth 401(k)
- Safe Harbor 401(k)
- Deferred Compensation
- Employer Stock Ownership (ESOP)
- Management Incentive Plans
- 403(b)
Other Services
Plan Design
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.
PlanBridge IRA
Pension Resources offers a wide range of prototype standardized and non-standardized retirement plan documents.
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.