PLAN DOCUMENT MAINTENANCE

Our Plan Document Maintenance Program (PDMP) is an optional service to keep your plan document up to date with all IRS requirements, easing the administration duties associated with the plan and effectively reducing and levelizing your document-related costs. The services covered under PDMP include:

  • No-cost regulatory restatement approximately every six years
  • No-cost regulatory amendments as released by the IRS and the U.S. Department of Labor
  • A fifty percent discount on discretionary amendments and restatements as requested by the plan sponsor
Pattern

YEAR-END DATA COLLECTION MADE EASY