Over 20 years
in business

ERISA Consultants provides a full range of IRS approved prototype plan and trust documents for use by our clients in establishing a qualified plan.  Our plans include 401(k) salary deferral, profit sharing, money purchase, new comparability plans and varying types of defined benefit plans. Although already approved by the National Office of the IRS in regard to their basic formats, we will also submit a client’s plan to the IRS for a favorable letter of determination where desired or necessary. 

ERISA Consultants provides:

• Adoption of IRS-approved prototype documents

• Completion of the plan and trust documents

• Preparation of the Adoption Agreement

• Preparation of Summary Plan Description and simplified Summary Plan Provisions

• Submission of all necessary documentation to the IRS (where applicable)

• Sample Employer Resolution

• Preparation of operation forms including:

* Enrollment Form

* Salary Deferral Agreement Form

* Designation of Beneficiary Form

* Investment Selection Form

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Located at 216 Fayette Street, P.O. Box 68, Manlius, NY  13104.