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Plan Consulting
Building Tailored Plan Documents with your 401(k) Partner
We provide tailored retirement plan designs that align with the unique needs of your business. This crucial step helps create the right foundation for your company’s retirement plan documents, setting the stage for a solution that works for you.
Plan Consulting

Solutions include:
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Plan Design
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IRS Approved Prototype Plan Documents Customized to Fit Your Needs
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Plan Amendments and Restatements
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Summary Plan Descriptions & Summary of Major Modifications
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Access to ERISA attorneys and consultants
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