July - Plan Setup

We provide all of the services to efficiently setup your retirement plan or to convert your existing plan from your current provider. Our dedicated setup team guides you every step of the way.

Plan Documents

We offer comprehensive plan documents prepared by experienced ERISA consultants. Our capabilities include:

Prototype Plan Documents

Volume Submitter Documents

Summary Plan Descriptions

Loan Policies

QDRO Procedure

Other Required Forms

Our ERISA consultants understand plan design and have the experience to help you avoid costly mistakes.

Plan Setup & Conversion

Your dedicated setup team provides hands-on services to coordinate all aspects of plan setup or conversion. Our services include:

Prepare Enrollment Materials

Coordinate Enrollment Meetings

Prepare Setup Paperwork

Contribution Submission Procedures

Coordinate Transfer of Assets

Prepare Letter to Previous Provider

Coordinate Information Needed for Takeover