Plan Design & Plan Documentation

The design and implementation of a comprehensive pension program, including documentation, is an enormous challenge for many businesses. Employee demands for retirement security as well as legislative drivers dictate the structure of most prevailing company pension policies. Since retirement issues can play a major role in the financial success of your business, the ability to develop a cost effective retirement program that is also responsive to the needs of your employees requires a degree of creativity that exceeds the standard solutions of the past.

The experts at Compext combine a variety of skills and knowledge to provide clients with advice on designing, implementing and managing retirement programs. Our strength lies in our understanding of the ever-changing landscape and how it may affect your programs from tax, regulatory, and financial perspectives.

Our experienced staff can provide model documentation for various types of plans including defined contribution, defined benefit, individual retirement accounts and simplified employee pension plans. The professionals at Compext can also provide age-weighted and new comparability plan documents. Other pension plan document supporting services include summary plan descriptions, 403(b) plan documents, plan amendment services, and IRS filings.