403(b) Plan Documents Services
Are Your Clients’ Plan Documents IRS Compliant?
We are experts in pension/retirement plans and systems. We will combine this expertise with our intelligent sourcing process to find you the quality resources you need to complete your plan documents restatements on time and on budget.
SynergisticIT can help you as a plan provider to meet the IRS plan restatement deadline by providing you the resources you need to complete your client’s plan restatements. We have 20 years of experience in the retirement/pension space and have served some of the largest pension/retirement providers in the United States.
Skills
- 403(b) Plan and Summary Plan document review and drafting
- Volume Submitter 403(b) plans
- Pre-approved Plans
- IRS/DOL rules regulations for 401(a), 403(b), 401(k), 457(b), 457(f) and nonqualified plans.
- ERISA Compliance Reporting
Technology
- Relius Documents
- ASC (McKay Hochman)
- Document Generation and Management (DGEM)
- DATAIR DC Plan Administration software
Roles
- ASPPA Credentialed resources with QPA, QKA, CPC certifications and CRSPs.
- Plan Document Compliance Experts
- Plan Document Administrators
To view our 403(b) Plan Documents Success Story, click here.