401(k) Profit Sharing Plans

Profit Sharing Plans

Money Purchase Plans

Target Benefit Plans

403(b) Plans

Defined Benefit Pension Plans

Code Section 125 Cafeteria Plans

Arrange for a meeting with the employer to review the objectives of the plan.

Design the appropriate plan with the employer based upon the objectives.

Draft the plan documents.

Prepare all required Internal Revenue Service forms to obtain a qualification letter.

Prepare a Summary Plan Description.

Prepare all enrollment forms for the employer.

Provide a copy of all documents to the employer.