Plan Design & Implementation
Selecting, customizing and implementing a plan that best fits your needs can be a complex process. Our team will guide you through each step of the process including:
  • Reviewing of the Employer's controlled group and/or affiliated service groups
  • Designing a plan tailored to meet the needs of the Owners, Employees and the Business itself
  • If you have an existing plan, we will review the existing provisions and recommend changes, if necessary, to fully meet the Employer's goals and objectives
  • Preparing Plan Documents as required by the IRS
  • Preparing the request for an IRS Determination Letter, if necessary
  • Preparing the Summary Plan Description
  • Preparing customized Enrollment and Administrative materials
  • Conducting Employee meetings to communicate the provisions of the plan, and answer any questions they may have
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