Integrity Pension Services

Trust Begins With Integrity

Call Today: 1-800-652-7067

  • Email
  • LinkedIn
  • Home
  • About Us
  • Our Services
    • Plan Design
    • Plan Administration
    • Plan Representation
    • Partner With Integrity
  • Meet The Team
  • Recent News
  • Contact Us

Plan Design

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:
  • This field is for validation purposes and should be left unchanged.

Financial Fridays

  • Financial Fridays 02/19/2016
  • Financial Fridays 01/15/2016
  • Financial Fridays 12/18/2015
  • Financial Fridays 11/20/2015
  • Obtaining An ERISA Fidelity Bond

See More Posts

Site Resources

  • About Integrity Pension Services
  • Our Services
  • Recent News
  • Contact Integrity Pension Services

Connect With Us

  • LinkedIn

Contact Us

Office: 1-800-652-7067
Fax:      1-800-613-3970

Copyright © 2021 · Integrity Pension Services · All Rights Reserved · Terms of Service · Privacy Policy
Website by: Say So Marketing