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     As a TPA, Qualified Plan Administrators Inc. will 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

  • Plan specific administrative forms

  • Deferred Compensation Plans

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