Retirement Plan Installation & Restatement
Once you find a retirement plan that fits your organization, Our experienced team at Compensation Consultants, Inc. will assist you in the installation of that plan, making the process as easy and stress-free as possible.
Plan installation/restatement includes:
- Preparation of qualified plan documents and supporting materials
- Submission of plan to IRS to obtain favorable determination letter (if required)
- Communication with IRS, providing required amendments to maintain plan qualification
- Provide employee communications and summary plan description booklets
- Advice on establishment of trust, bonding requirements, and accounting procedures.