Once the decision is made to work with Pensions Inc., we will design the plan documents. We will draft the Plan Document and Summary Plan Description using the IRS volume submitter documents. We will also prepare resolutions and amendments that are required going forward keeping the plan in compliance.
Pensions Inc. will provide reports, participant benefit statements, filing and disclosure forms as well as plan recordkeeping, and communications of pension law changes.
Pensions Inc. offers a complimentary annual review of your plan with your accountant, attorney, and/or financial advisor.