QPA can provide prototype retirement plan documents through our IRS approved Master Document. The document package also includes a Summary Plan Description and forms package. Non- standardized prototype plans and custom documents are also available.

Plan installation and documentation include the following:

Prepare sample board resolutions

Assistance in the completion of the plan adoption
agreement based on client specifications

Prepare the Summary Plan Description

Prepare employee enrollment kits







On an on going basis, you will be notified of future amendments to the  plan that are required to maintain tax qualified status. 

   
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