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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
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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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