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Posted

does anyone recommend a document provider if i only need one document?

That is, is there a doc provider that accomodates such a situation at a reasonable fee, inclusive of amendment updates, etc.

The plan sponsor has a prior plan doc, but no longer uses their prior pension consultant and thus the plan needs to be restated by 4/30.

So on behalf of plan sponsor I would prep an egtrra doc (form a doc provider) and submit by 4/30.

thanks

Posted

Ft. Williams does nice job for a reasonable fee.

The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.

Posted

All of the major plan document providers - Accudraft, McKay-Hochman, FT William, Relius,and Datair - have pre-approved defined benefit plans that you can buy one at a time. You should call or check out their website for pricing and what the price includes. You also may want to ask your actuary to see which document they prefer you use for this plan because each provider's documents are slightly different.

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