Plan Design

Deciding, customizing and implementing a plan can be a multifaceted process. Our professional staff will guide you through each step of the process including:

Review the employer’s controlled group and/or affiliated service group situation.
Design a plan tailored to meet the needs of the owners, employees and the business itself.
If IPS is taking over a plan already in existence, we will review the existing plan provisions and recommend changes to fully meet the employer’s goals and objectives.
Prepare plan documents as required by the IRS using the Integrity Pension Services Prototype and Volume submitters plans, Individually Designed plans or sponsored by your financial institution or attorney.
Prepare the request for an IRS determination letter, if applicable.
Prepare the Summary Plan Description that is required to be distributed to plan participants.
Prepare customized administrative materials.

Contact Us

Please call us at 1-800-652-7067 or just fill out the form below:

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32907