Plan Design and Implementation

Selecting, customizing and implementing a plan can be a complex process. Our professional staff will guide you through each step of the process including:

  • Review the employer’s controlled group and/or affiliated service group situation.

  • Design a plan tailored to the needs of the owners, employees and the business itself.

  • If we are taking over a plan already in existence, we will review the existing plan provisions and recommend changes to fully meet the employer’s goals and objectives.

  • Prepare plan documents as required by the IRS.

  • Prepare the request for an IRS determination letter, if applicable.

  • Prepare the Summary Plan Description required to be distributed to plan participants.

  • Prepare customized enrollment and administrative materials.

  • Conduct employee meetings to communicate the provisions of the plan.

Consulting Services at DMFarr and Co.