PLAN DESIGN AND IMPLEMENTATION

Selecting, customizing and implementing a plan can be a complex process. Our professional staff will guide you through each step of the process including:

• Review the employer's controlled group and/or affiliated service group situation. Design a plan tailored to meet the needs of the owners, employees and the business itself.

• If we are taking over a plan already in existence, we will review the existing plan provisions and recommend changes to fully meet the employer's goals and objectives.

• If you come to us with a plan that has compliance violations, we will create Correction Packages to be submitted to the IRS Voluntary Compliance Program (plan document or operational corrections) and the IRS Delinquent Filer Program (Form 5500 corrections).

• Prepare plan documents as required by the IRS.

• Prepare the request for an IRS determination letter, if applicable.

• Prepare the Summary Plan Description that is required to be distributed to plan participants.

• Prepare customized enrollment and administrative materials.

• Conduct employee meetings to communicate the provisions of the plan.