Plan Document Services
Qualified Plans are required to have written documents. A plan that has never had an operational defect may be disqualified by the IRS for not having a written (and timely executed) plan do...
Advisor Support
Financial Advisors are typically referred to as the quarterback of the relationship between a brokerage firm and an employer sponsoring a qualified plan. The financial advisor is relied upo...
Plan Corrections
Qualified plans must continue to meet “Form” and “Operational” requirements in order to continue to retain their tax advantages. There are instances where, despite th...