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An initial proposal will be prepared at no cost to a prospective client. We will appraise your needs and prepare a plan to meet your specific objectives.
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.
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. operates on a fee basis. Cost esimate are quoted in writing in advance.
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.
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.
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Services Included
- Allocation Formulas -401(k) profit sharing, 403(b) plans, Defined Contribution Plans, Offset Plans
-Disability and Death Benefits -Hardship Distributions
-Termination Benefits -Participant Loans
-Year End Audit responsibilities -Safe Harbor Notices
-Fee Disclosures -Plan Conversions and Plan Terminations
-Planning proposal calculations -IRS/DOL Responses
-All Participant Distribution Requests from initial paperwork to Trustee signature