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As a TPA, Qualified Plan Administrators Inc. 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:
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Prepare sample board resolutions
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Assistance in the completion of the plan adoption agreement based on client specifications
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Prepare the summary plan description
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Prepare employee enrollment kits
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Plan specific administrative forms
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Deferred Compensation Plans
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