Plan Design

Our standard services include an analysis of your corporate goals and plan objectives before we develop a plan designed to meet those objectives. We collect all the pertinent data required to make well-informed recommendations that might call for installation of a new plan or modification of an existing plan. When changes to IRS regulations require a restatement of your plan document, we view this as an opportunity to reassess plan design, not just clear IRS hurdles.

Additionally, we will manage all required plan documents and forms, and complete the necessary steps to secure Internal Revenue Service (IRS) qualification of your plan. This goes a long way toward ensuring your plan enjoys all of the tax advantages of a qualified plan. When changes to IRS regulations require a restatement of your plan document, we view this as an opportunity to reassess plan design, not just clear IRS hurdles.