Our prototype document services include:

- Basic plan document
- Adoption agreement
(standardized and nonstandardized - 401(k), profit sharing and Money Purchase Pension Plans)
- Corresponding IRS Opinion Letter
- Summary Plan Description
- Loan Policy, if applicable
- Investment Policy
- Sample Resolutions
- Plan amendments (plan sponsor elected and IRS mandated)
- Forms (Enrollment, Beneficiary, Distribution and etc.)

Sample documents, including Board Resolutions and Safe Harbor, Qualified Default Investment Alternative (QDIA), and Investment Change notices, can be provided to assist you with meetings.