Plan design begins with a series of meetings in which the client’s goals are identified, and the appropriate plan concepts are presented for review. 

Upon plan type selection, our clients are offered a multitude of options, which choices then become the basis for preparing all plan legal documents, Internal Revenue Service submission papers, a limited Power-of-Attorney form and the customized Summary Plan Description presented to employees.

We submit plan documents on behalf of our clients and guarantee Internal Revenue Service approval.