Non-Recurring Services Offered To Clients
- Assistance with plan design or plan redesign including discussions and recommendations with respect to eligibility requirements, level of contribution, vesting schedule, and alternative plans.
- Preparation for review by company counsel of documents establishing or modifying the plan, e.g., plan and trust agreements and Board of Directors' meeting materials.
- Preparation of ancillary papers including Summary Plan Description or Summary of Material Modifications, participant election forms and Internal Revenue Service submission.
- Attendance at employee meetings to describe the plan and answer questions.
- Assistance with establishment of administrative procedures.
- Preparation of papers in the event the plan is terminated.
- Miscellaneous consulting as required
