QPA will provide prototype retirement plan documents through our IRS approved Master Document. The document package also includes a Summary Plan Description and forms package. Non- standardized prototype plans and custom documents are also available.
Plan installation and documentation include the following:
- Prepare sample board resolutions
- Assistance in the completion of the plan adoption agreement based on client specifications
- Prepare the summary plan description
- Prepare employee enrollment kits
- Plan specific administrative forms
On an on going basis, you will be notified of future amendments to the plan that are required to maintain tax qualified status.