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Before you or your client can begin placing monies into the Plan, a Plan & Trust document must exist. 412(i) Plans, Inc. provides comprehensive services for the creation and administration of 412(i) and Traditional Defined Benefit programs which include:

• Quality Review
• Prototype + Individually Designed Plan Documents
• Supplemental Forms
• Annual Valuation
• IRS 5500 Series
• Actuarial Certification for Traditional Defined Benefit Plans.

Before we can help review plan design options, basic information is necessary:

• Employee Census
• Current Retirement Plan Information
• Desired Contribution/Budget

When you click on the link below, you will find step-by-step instructions on how to adopt a 412(i) or a Traditional Defined Benefit Plan.

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