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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.

3707-B West Market Street
Greensboro, NC 27403-1399

Phone: 336-315-0230
Fax: 336-315-0240