Plan Document Services:

(Provided by Robert Schmidt through Kean Miller, LLP)

  • Design consulting and preparation of prototype and individually designed, defined contribution plan documents (profit sharing, 401(k), and money purchase plans).
  • Design consulting and preparation of defined benefit plan documents.
  • Design consulting and preparation of cash balance plan documents.
  • Design consulting and preparation of 403(b) plan documents.
  • Preparation of plan document determination letter request, if applicable.
  • Preparation of Summary Plan Description.