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Retirement Plan Documents
The Plan Document is the governing document that specifies the provisions of the plan. A plan document is the main requirement in meeting the Qualified Plan regulations. On an ongoing basis, all functions and administration must adhere to the document provisions.
We have the expertise to draft your plan document in accordance with your unique plan design. In addition, on an ongoing basis we monitor your document to ensure that it is always in compliance with the government regulations. If any changes in the law will affect your plan document, we take a proactive approach and will notify you of any required amendments.
You will find that our documents are comprehensive and easy to understand. In addition to our self-sponsored prototype documents, if the plan design warrants, we are authorized to draft individualized documents. This means that our documents are very competitively priced.
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Us Today for a Free Consultation
Steve Persons
800-238-5490 Local:
440-717-1600 email: spersons@creben.com